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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
901
$4K ﹤0.01%
164
902
$4K ﹤0.01%
220
903
$4K ﹤0.01%
86
904
$4K ﹤0.01%
193
905
$4K ﹤0.01%
+114
906
$4K ﹤0.01%
228
907
$4K ﹤0.01%
57
-21
908
$4K ﹤0.01%
+200
909
$4K ﹤0.01%
+123
910
$4K ﹤0.01%
+176
911
$4K ﹤0.01%
227
-702
912
$4K ﹤0.01%
300
-12
913
$4K ﹤0.01%
82
914
$4K ﹤0.01%
121
915
$4K ﹤0.01%
98
+41
916
$4K ﹤0.01%
570
917
$4K ﹤0.01%
123
+1
918
$4K ﹤0.01%
59
-21
919
$4K ﹤0.01%
27
920
$4K ﹤0.01%
40
921
$4K ﹤0.01%
131
922
$4K ﹤0.01%
600
923
$4K ﹤0.01%
70
-80
924
$4K ﹤0.01%
300
925
$4K ﹤0.01%
541
+34
35 36
37
38 39