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
1201
$0 ﹤0.01%
12
1202
– –
-18
1203
$0 ﹤0.01%
1
1204
– –
-50
1205
$0 ﹤0.01%
+6
1206
$0 ﹤0.01%
39
1207
– –
-76
1208
$0 ﹤0.01%
18
1209
– –
0
1210
$0 ﹤0.01%
33
1211
– –
-81
1212
$0 ﹤0.01%
16
1213
$0 ﹤0.01%
75
-100
1214
$0 ﹤0.01%
78
1215
– –
-400
1216
$0 ﹤0.01%
+9
1217
$0 ﹤0.01%
13
1218
$0 ﹤0.01%
15
1219
– –
-50
1220
$0 ﹤0.01%
56
1221
– –
-983
1222
$0 ﹤0.01%
122
1223
$0 ﹤0.01%
9
1224
$0 ﹤0.01%
9
1225
– –
-25
47 48
49
50 51