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
1276
$0 ﹤0.01%
2
1277
– –
-277
1278
– –
-31
1279
– –
-51
1280
– –
0
1281
$0 ﹤0.01%
31
1282
$0 ﹤0.01%
9
1283
– –
-30
1284
$0 ﹤0.01%
11
1285
– –
-93
1286
$0 ﹤0.01%
+5
1287
$0 ﹤0.01%
11
1288
$0 ﹤0.01%
60
1289
$0 ﹤0.01%
78
1290
$0 ﹤0.01%
11
1291
– –
-869
1292
$0 ﹤0.01%
15
1293
$0 ﹤0.01%
17
1294
– –
-946
1295
– –
-454
1296
– –
-1,470
1297
$0 ﹤0.01%
23
1298
$0 ﹤0.01%
12
1299
– –
-300
1300
$0 ﹤0.01%
3
50 51
52
53 54