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
576
$28K ﹤0.01%
479
-833
577
$28K ﹤0.01%
223
578
$28K ﹤0.01%
503
+1
579
$28K ﹤0.01%
227
+103
580
$28K ﹤0.01%
89
581
$28K ﹤0.01%
1,100
582
$27K ﹤0.01%
450
583
$27K ﹤0.01%
+975
584
$27K ﹤0.01%
+11,146
585
$27K ﹤0.01%
702
-168
586
$27K ﹤0.01%
408
-448
587
$26K ﹤0.01%
648
-268
588
$26K ﹤0.01%
543
589
$26K ﹤0.01%
+1,500
590
$26K ﹤0.01%
775
-258
591
$26K ﹤0.01%
1,440
592
$26K ﹤0.01%
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593
$26K ﹤0.01%
20
594
$26K ﹤0.01%
2,169
595
$25K ﹤0.01%
20
596
$25K ﹤0.01%
635
597
$25K ﹤0.01%
632
+51
598
$25K ﹤0.01%
733
599
$25K ﹤0.01%
700
600
$25K ﹤0.01%
78
-42,410
22 23
24
25 26