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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
951
$3K ﹤0.01%
+79
952
$3K ﹤0.01%
62
953
$3K ﹤0.01%
60
-828
954
$3K ﹤0.01%
106
955
$3K ﹤0.01%
76
-25
956
$3K ﹤0.01%
+39
957
$3K ﹤0.01%
112
958
$3K ﹤0.01%
103
+11
959
$3K ﹤0.01%
30
-1
960
$3K ﹤0.01%
204
961
$3K ﹤0.01%
95
962
$3K ﹤0.01%
50
963
$3K ﹤0.01%
19
964
$3K ﹤0.01%
301
965
$3K ﹤0.01%
150
966
$3K ﹤0.01%
+28
967
$3K ﹤0.01%
329
968
$3K ﹤0.01%
+51
969
$3K ﹤0.01%
39
970
$3K ﹤0.01%
100
971
$3K ﹤0.01%
300
972
$3K ﹤0.01%
689
-2,246
973
$3K ﹤0.01%
12
974
$3K ﹤0.01%
+133
975
$3K ﹤0.01%
31
37 38
39
40 41