We are live on ! Find out more
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
1101
$1K ﹤0.01%
15
1102
$1K ﹤0.01%
6
1103
$1K ﹤0.01%
20
1104
$1K ﹤0.01%
+15
1105
$1K ﹤0.01%
46
1106
$1K ﹤0.01%
10
1107
$1K ﹤0.01%
18
1108
$1K ﹤0.01%
27
1109
$1K ﹤0.01%
+16
1110
$1K ﹤0.01%
7
1111
$1K ﹤0.01%
121
1112
$1K ﹤0.01%
43
1113
$1K ﹤0.01%
33
1114
$1K ﹤0.01%
19
1115
$1K ﹤0.01%
15
1116
$1K ﹤0.01%
3
1117
$1K ﹤0.01%
5
1118
$1K ﹤0.01%
24
1119
$1K ﹤0.01%
26
1120
$1K ﹤0.01%
37
1121
$1K ﹤0.01%
5
1122
$1K ﹤0.01%
17
1123
$1K ﹤0.01%
42
1124
$1K ﹤0.01%
60
1125
$1K ﹤0.01%
6
43 44
45
46 47