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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
976
$3K ﹤0.01%
130
977
$3K ﹤0.01%
56
+3
978
$3K ﹤0.01%
500
979
$3K ﹤0.01%
64
980
$3K ﹤0.01%
+18
981
$3K ﹤0.01%
+44
982
$3K ﹤0.01%
200
983
$3K ﹤0.01%
31
984
$3K ﹤0.01%
54
985
$3K ﹤0.01%
63
-77
986
$3K ﹤0.01%
75
+61
987
$3K ﹤0.01%
+93
988
$2K ﹤0.01%
9
-10
989
$2K ﹤0.01%
41
-27
990
$2K ﹤0.01%
90
-83
991
$2K ﹤0.01%
146
-202
992
$2K ﹤0.01%
42
993
$2K ﹤0.01%
20
994
$2K ﹤0.01%
+20
995
$2K ﹤0.01%
30
996
$2K ﹤0.01%
38
997
$2K ﹤0.01%
23
998
$2K ﹤0.01%
48
+3
999
$2K ﹤0.01%
69
1000
$2K ﹤0.01%
192
38 39
40
41 42