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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
2051
$26K ﹤0.01%
771
+517
2052
$26K ﹤0.01%
683
2053
$26K ﹤0.01%
293
+93
2054
$26K ﹤0.01%
1,175
-58
2055
$26K ﹤0.01%
383
+86
2056
$26K ﹤0.01%
405
-226
2057
$26K ﹤0.01%
175
+13
2058
$26K ﹤0.01%
538
+245
2059
$26K ﹤0.01%
520
-46
2060
$26K ﹤0.01%
319
+78
2061
$26K ﹤0.01%
563
+494
2062
$26K ﹤0.01%
+2,500
2063
$26K ﹤0.01%
1,100
+1,051
2064
$26K ﹤0.01%
1,674
-47
2065
$26K ﹤0.01%
414
+43
2066
$26K ﹤0.01%
13,417
-30
2067
$26K ﹤0.01%
2,189
+271
2068
$26K ﹤0.01%
405
-503
2069
$26K ﹤0.01%
2,224
+1,469
2070
$26K ﹤0.01%
250
+174
2071
$26K ﹤0.01%
1,100
+259
2072
$26K ﹤0.01%
209
+3
2073
$26K ﹤0.01%
795
-838
2074
$25K ﹤0.01%
82
2075
$25K ﹤0.01%
1,163
81 82
83
84 85