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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
926
$4K ﹤0.01%
225
927
$4K ﹤0.01%
+73
928
$4K ﹤0.01%
86
-300
929
$4K ﹤0.01%
27
930
$4K ﹤0.01%
200
931
$4K ﹤0.01%
50
932
$4K ﹤0.01%
246
933
$4K ﹤0.01%
73
-1
934
$4K ﹤0.01%
300
-150
935
$4K ﹤0.01%
169
-3
936
$4K ﹤0.01%
+60
937
$4K ﹤0.01%
100
938
$4K ﹤0.01%
+14
939
$4K ﹤0.01%
+70
940
$3K ﹤0.01%
30
941
$3K ﹤0.01%
+33
942
$3K ﹤0.01%
+32
943
$3K ﹤0.01%
20
944
$3K ﹤0.01%
23
945
$3K ﹤0.01%
12
946
$3K ﹤0.01%
+18
947
$3K ﹤0.01%
27
948
$3K ﹤0.01%
204
949
$3K ﹤0.01%
150
950
$3K ﹤0.01%
139
+3
36 37
38
39 40