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
826
$8K ﹤0.01%
+400
827
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80
828
$7K ﹤0.01%
36
+31
829
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75
+59
830
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254
+154
831
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205
832
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199
+9
833
$7K ﹤0.01%
+62
834
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265
835
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218
836
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144
+10
837
$7K ﹤0.01%
500
838
$7K ﹤0.01%
556
839
$7K ﹤0.01%
221
840
$7K ﹤0.01%
154
-4,700
841
$7K ﹤0.01%
200
842
$7K ﹤0.01%
+118
843
$7K ﹤0.01%
300
844
$7K ﹤0.01%
72
845
$7K ﹤0.01%
+103
846
$7K ﹤0.01%
200
847
$7K ﹤0.01%
44
848
$7K ﹤0.01%
281
849
$6K ﹤0.01%
160
850
$6K ﹤0.01%
113
32 33
34
35 36