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
651
$18K ﹤0.01%
265
652
$18K ﹤0.01%
500
653
$18K ﹤0.01%
+504
654
$18K ﹤0.01%
201
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655
$18K ﹤0.01%
1,062
+1,000
656
$18K ﹤0.01%
255
657
$18K ﹤0.01%
396
658
$18K ﹤0.01%
271
+13
659
$18K ﹤0.01%
336
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660
$17K ﹤0.01%
376
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661
$17K ﹤0.01%
9
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662
$17K ﹤0.01%
200
663
$17K ﹤0.01%
377
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664
$17K ﹤0.01%
220
665
$17K ﹤0.01%
95
666
$17K ﹤0.01%
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$17K ﹤0.01%
265
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$17K ﹤0.01%
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669
$17K ﹤0.01%
386
670
$17K ﹤0.01%
300
671
$17K ﹤0.01%
432
672
$17K ﹤0.01%
1,000
673
$17K ﹤0.01%
1,000
674
$17K ﹤0.01%
+200
675
$17K ﹤0.01%
500
25 26
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