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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
1876
$33K ﹤0.01%
+323
1877
$33K ﹤0.01%
955
+449
1878
$33K ﹤0.01%
286
+161
1879
$33K ﹤0.01%
641
+274
1880
$33K ﹤0.01%
186
+27
1881
$33K ﹤0.01%
1,651
-147
1882
$33K ﹤0.01%
515
+3
1883
$33K ﹤0.01%
4,665
+158
1884
$33K ﹤0.01%
1,438
+620
1885
$33K ﹤0.01%
2,007
+1,768
1886
$33K ﹤0.01%
867
+432
1887
$33K ﹤0.01%
8,336
+7,053
1888
$33K ﹤0.01%
122
+16
1889
$33K ﹤0.01%
204
-35
1890
$33K ﹤0.01%
773
-535
1891
$33K ﹤0.01%
702
-79
1892
$33K ﹤0.01%
1,642
1893
$33K ﹤0.01%
610
1894
$33K ﹤0.01%
11,520
+5,717
1895
$33K ﹤0.01%
1,651
1896
$33K ﹤0.01%
1,748
1897
$33K ﹤0.01%
1,751
+130
1898
$33K ﹤0.01%
1,340
1899
$33K ﹤0.01%
937
+175
1900
$32K ﹤0.01%
757
+435
74 75
76
77 78