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
751
$11K ﹤0.01%
200
-91
752
$11K ﹤0.01%
123
+73
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$11K ﹤0.01%
417
754
$11K ﹤0.01%
190
755
$11K ﹤0.01%
100
756
$11K ﹤0.01%
290
757
$11K ﹤0.01%
3,000
758
$11K ﹤0.01%
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759
$11K ﹤0.01%
290
760
$11K ﹤0.01%
99
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761
$11K ﹤0.01%
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762
$11K ﹤0.01%
197
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$11K ﹤0.01%
172
766
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$11K ﹤0.01%
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769
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200
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$10K ﹤0.01%
260
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$10K ﹤0.01%
200
772
$10K ﹤0.01%
600
773
$10K ﹤0.01%
464
774
$10K ﹤0.01%
799
775
$10K ﹤0.01%
361
+185
29 30
31
32 33