Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
State Street 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
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306
682
$16K ﹤0.01%
210
683
$16K ﹤0.01%
145
684
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185
685
$16K ﹤0.01%
567
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686
$15K ﹤0.01%
214
687
$15K ﹤0.01%
429
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688
$15K ﹤0.01%
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689
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149
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$15K ﹤0.01%
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400
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$15K ﹤0.01%
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697
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190
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$15K ﹤0.01%
108
699
$15K ﹤0.01%
200
700
$15K ﹤0.01%
189
26 27
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29 30