Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.95B
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$33M
2
+$26.5M
3
+$23.9M
4
APA icon
APA Corp
APA
+$21.9M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$18.5M

Top Sells

1
+$29.7M
2
+$26.8M
3
+$19.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$13.9M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.6M

Sector Composition

1 Healthcare 10.57%
2 Financials 9.89%
3 Industrials 8.57%
4 Energy 8.41%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$50K ﹤0.01%
825
+3
477
$50K ﹤0.01%
3,560
+190
478
$50K ﹤0.01%
2,600
479
$50K ﹤0.01%
799
480
$49K ﹤0.01%
383
481
$49K ﹤0.01%
652
482
$49K ﹤0.01%
890
483
$49K ﹤0.01%
412
+21
484
$49K ﹤0.01%
333
485
$48K ﹤0.01%
3,976
+60
486
$48K ﹤0.01%
2,154
487
$48K ﹤0.01%
4,797
+300
488
$47K ﹤0.01%
930
+458
489
$47K ﹤0.01%
420
490
$47K ﹤0.01%
1,046
491
$47K ﹤0.01%
450
492
$46K ﹤0.01%
773
493
$46K ﹤0.01%
1,990
+300
494
$46K ﹤0.01%
602
495
$46K ﹤0.01%
500
496
$46K ﹤0.01%
500
497
$44K ﹤0.01%
333
498
$44K ﹤0.01%
355
-187
499
$44K ﹤0.01%
2,008
500
$43K ﹤0.01%
1,415
18 19
20
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