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
526
$36K ﹤0.01%
+694
527
$36K ﹤0.01%
963
+918
528
$36K ﹤0.01%
300
-526
529
$36K ﹤0.01%
1,212
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530
$36K ﹤0.01%
+1,000
531
$36K ﹤0.01%
227
+27
532
$36K ﹤0.01%
297
533
$36K ﹤0.01%
1,058
-111
534
$35K ﹤0.01%
6,360
+360
535
$35K ﹤0.01%
940
536
$35K ﹤0.01%
883
-113
537
$35K ﹤0.01%
38
538
$35K ﹤0.01%
600
-100
539
$34K ﹤0.01%
631
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540
$34K ﹤0.01%
450
541
$34K ﹤0.01%
998
542
$34K ﹤0.01%
353
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543
$33K ﹤0.01%
390
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544
$33K ﹤0.01%
2,112
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545
$33K ﹤0.01%
584
+114
546
$33K ﹤0.01%
1,236
-881
547
$33K ﹤0.01%
664
+220
548
$33K ﹤0.01%
1,322
-1,301
549
$33K ﹤0.01%
524
+130
550
$33K ﹤0.01%
3,780
+80
20 21
22
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