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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
+$32.9M
2
+$27.9M
3
+$23.8M
4
APA icon
APA Corp
APA
+$22.5M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$18.5M

Top Sells

1
+$29.5M
2
+$24.6M
3
+$20.8M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$13.6M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.4M

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
851
$6K ﹤0.01%
30
852
$6K ﹤0.01%
+450
853
$6K ﹤0.01%
201
-59
854
$6K ﹤0.01%
1,000
855
$6K ﹤0.01%
238
+195
856
$6K ﹤0.01%
+126
857
$6K ﹤0.01%
420
858
$6K ﹤0.01%
139
859
$6K ﹤0.01%
300
860
$6K ﹤0.01%
93
+3
861
$6K ﹤0.01%
+157
862
$6K ﹤0.01%
545
+45
863
$6K ﹤0.01%
300
864
$6K ﹤0.01%
2,500
-1,150
865
$6K ﹤0.01%
64
+2
866
$6K ﹤0.01%
60
867
$6K ﹤0.01%
162
868
$6K ﹤0.01%
80
869
$6K ﹤0.01%
85
870
$6K ﹤0.01%
273
871
$5K ﹤0.01%
+283
872
$5K ﹤0.01%
53
-35
873
$5K ﹤0.01%
+250
874
$5K ﹤0.01%
116
875
$5K ﹤0.01%
1,000
33 34
35
36 37