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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
$12.6B
AUM Growth
-$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,335
New
Increased
Reduced
Closed

Top Buys

1
+$93.9M
2
+$86.7M
3
+$39.9M
4
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$35.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$33.6M

Top Sells

1
+$89.4M
2
+$87.5M
3
+$42M
4
IYE icon
iShares US Energy ETF
IYE
+$40.9M
5
TPYP icon
Tortoise North American Pipeline ETF
TPYP
+$22.9M

Sector Composition

1 Technology 5.36%
2 Healthcare 4.62%
3 Financials 3.86%
4 Industrials 2.85%
5 Consumer Discretionary 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$40K ﹤0.01%
1,582
+235
1777
$39K ﹤0.01%
437
+157
1778
$39K ﹤0.01%
443
+292
1779
$39K ﹤0.01%
3,165
-30,570
1780
$39K ﹤0.01%
1,264
+722
1781
$39K ﹤0.01%
10,000
+7,453
1782
$39K ﹤0.01%
503
+334
1783
$39K ﹤0.01%
11,134
-1,000
1784
$39K ﹤0.01%
1,500
1785
$39K ﹤0.01%
5,217
-32
1786
$39K ﹤0.01%
736
+734
1787
$39K ﹤0.01%
270
-8
1788
$39K ﹤0.01%
268
-119
1789
$39K ﹤0.01%
1,598
+88
1790
$39K ﹤0.01%
1,314
+110
1791
$39K ﹤0.01%
381
1792
$38K ﹤0.01%
525
+397
1793
$38K ﹤0.01%
2,201
+624
1794
$38K ﹤0.01%
3,565
+680
1795
$38K ﹤0.01%
850
1796
$38K ﹤0.01%
469
+91
1797
$38K ﹤0.01%
944
1798
$38K ﹤0.01%
809
+494
1799
$38K ﹤0.01%
903
1800
$38K ﹤0.01%
306
-127
70 71
72
73 74