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
876
$5K ﹤0.01%
359
877
$5K ﹤0.01%
77
-841
878
$5K ﹤0.01%
60
-29
879
$5K ﹤0.01%
200
-336
880
$5K ﹤0.01%
150
881
$5K ﹤0.01%
91
882
$5K ﹤0.01%
100
883
$5K ﹤0.01%
52
884
$5K ﹤0.01%
85
885
$5K ﹤0.01%
90
-104,948
886
$5K ﹤0.01%
300
887
$5K ﹤0.01%
30
888
$5K ﹤0.01%
192
889
$5K ﹤0.01%
47
-1
890
$5K ﹤0.01%
39
891
$5K ﹤0.01%
55
892
$5K ﹤0.01%
500
893
$5K ﹤0.01%
82
-30
894
$5K ﹤0.01%
+283
895
$5K ﹤0.01%
53
-35
896
$5K ﹤0.01%
43
897
$5K ﹤0.01%
500
898
$4K ﹤0.01%
86
-300
899
$4K ﹤0.01%
27
900
$4K ﹤0.01%
200
34 35
36
37 38