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
701
$15K ﹤0.01%
274
-82
702
$15K ﹤0.01%
912
703
$15K ﹤0.01%
190
+172
704
$15K ﹤0.01%
108
705
$14K ﹤0.01%
261
706
$14K ﹤0.01%
1,006
707
$14K ﹤0.01%
+649
708
$14K ﹤0.01%
200
709
$14K ﹤0.01%
212
+200
710
$14K ﹤0.01%
134
711
$14K ﹤0.01%
480
-1,700
712
$14K ﹤0.01%
202
713
$14K ﹤0.01%
306
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714
$14K ﹤0.01%
280
715
$14K ﹤0.01%
391
-20
716
$14K ﹤0.01%
500
717
$13K ﹤0.01%
130
718
$13K ﹤0.01%
190
+55
719
$13K ﹤0.01%
137
+10
720
$13K ﹤0.01%
1,074
+27
721
$13K ﹤0.01%
515
+6
722
$13K ﹤0.01%
235
723
$13K ﹤0.01%
258
+88
724
$13K ﹤0.01%
155
-7
725
$13K ﹤0.01%
500
27 28
29
30 31