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
676
$16K ﹤0.01%
241
+204
677
$16K ﹤0.01%
289
+63
678
$16K ﹤0.01%
368
679
$16K ﹤0.01%
1,186
-6,113
680
$16K ﹤0.01%
434
681
$16K ﹤0.01%
306
682
$16K ﹤0.01%
210
683
$16K ﹤0.01%
145
684
$16K ﹤0.01%
185
685
$16K ﹤0.01%
567
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686
$15K ﹤0.01%
189
687
$15K ﹤0.01%
200
688
$15K ﹤0.01%
536
689
$15K ﹤0.01%
764
690
$15K ﹤0.01%
369
691
$15K ﹤0.01%
214
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$15K ﹤0.01%
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693
$15K ﹤0.01%
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694
$15K ﹤0.01%
149
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$15K ﹤0.01%
302
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$15K ﹤0.01%
210
697
$15K ﹤0.01%
1,026
+13
698
$15K ﹤0.01%
4,040
+1,640
699
$15K ﹤0.01%
220
-15
700
$15K ﹤0.01%
400
26 27
28
29 30