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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
1026
– –
0
1027
$2K ﹤0.01%
67
-270
1028
$2K ﹤0.01%
71
-38
1029
$2K ﹤0.01%
+2
1030
$2K ﹤0.01%
58
1031
$2K ﹤0.01%
+400
1032
$2K ﹤0.01%
+50
1033
$2K ﹤0.01%
100
1034
$2K ﹤0.01%
50
1035
$2K ﹤0.01%
34
1036
$2K ﹤0.01%
75
1037
$2K ﹤0.01%
+39
1038
$2K ﹤0.01%
+52
1039
$2K ﹤0.01%
39
1040
$2K ﹤0.01%
+10
1041
$2K ﹤0.01%
104
1042
$2K ﹤0.01%
69
1043
$2K ﹤0.01%
192
1044
$2K ﹤0.01%
59
1045
$2K ﹤0.01%
237
1046
$2K ﹤0.01%
+30
1047
$2K ﹤0.01%
126
1048
$2K ﹤0.01%
+166
1049
$2K ﹤0.01%
100
1050
$2K ﹤0.01%
235
-92
40 41
42
43 44