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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
1126
$1K ﹤0.01%
14
1127
$1K ﹤0.01%
26
1128
$1K ﹤0.01%
13
1129
$1K ﹤0.01%
14
1130
$1K ﹤0.01%
10
1131
$1K ﹤0.01%
+47
1132
$1K ﹤0.01%
28
+13
1133
$1K ﹤0.01%
+19
1134
$1K ﹤0.01%
400
1135
$1K ﹤0.01%
8
1136
$1K ﹤0.01%
7
1137
$1K ﹤0.01%
38
1138
$1K ﹤0.01%
+62
1139
$1K ﹤0.01%
15
1140
$1K ﹤0.01%
16
1141
$1K ﹤0.01%
22
1142
$1K ﹤0.01%
17
1143
$1K ﹤0.01%
17
1144
$1K ﹤0.01%
9
1145
$1K ﹤0.01%
24
1146
$1K ﹤0.01%
20
1147
$1K ﹤0.01%
13
1148
$1K ﹤0.01%
44
1149
$1K ﹤0.01%
19
1150
$1K ﹤0.01%
+20
44 45
46
47 48