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
551
$33K ﹤0.01%
700
552
$33K ﹤0.01%
439
553
$32K ﹤0.01%
76
-241
554
$32K ﹤0.01%
1,600
555
$32K ﹤0.01%
1,045
556
$32K ﹤0.01%
191
-9
557
$32K ﹤0.01%
146
-31
558
$32K ﹤0.01%
903
-139
559
$32K ﹤0.01%
536
+36
560
$32K ﹤0.01%
157
561
$32K ﹤0.01%
700
562
$31K ﹤0.01%
2,787
563
$31K ﹤0.01%
340
564
$31K ﹤0.01%
1,100
-868
565
$30K ﹤0.01%
2,400
566
$30K ﹤0.01%
583
-541
567
$30K ﹤0.01%
657
-376
568
$30K ﹤0.01%
2,000
569
$30K ﹤0.01%
333
570
$30K ﹤0.01%
446
571
$30K ﹤0.01%
300
572
$29K ﹤0.01%
598
+48
573
$29K ﹤0.01%
402
574
$29K ﹤0.01%
+623
575
$28K ﹤0.01%
1,050
21 22
23
24 25