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
$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
2101
$25K ﹤0.01%
350
+189
2102
$24K ﹤0.01%
1,691
+1,508
2103
$24K ﹤0.01%
5,428
+3,872
2104
$24K ﹤0.01%
1,211
+39
2105
$24K ﹤0.01%
365
+42
2106
$24K ﹤0.01%
603
+598
2107
$24K ﹤0.01%
251
2108
$24K ﹤0.01%
1,321
2109
$24K ﹤0.01%
895
+847
2110
$24K ﹤0.01%
188
-163
2111
$24K ﹤0.01%
270
+83
2112
$24K ﹤0.01%
170
+132
2113
$24K ﹤0.01%
764
+103
2114
$24K ﹤0.01%
9,208
+3,536
2115
$24K ﹤0.01%
639
-37
2116
$24K ﹤0.01%
1,330
+197
2117
$24K ﹤0.01%
956
2118
$24K ﹤0.01%
1,054
+89
2119
$24K ﹤0.01%
1,222
-116
2120
$24K ﹤0.01%
1,200
-382
2121
$24K ﹤0.01%
773
2122
$24K ﹤0.01%
1,700
+1,100
2123
$24K ﹤0.01%
5,497
+2,502
2124
$23K ﹤0.01%
4,002
+12
2125
$23K ﹤0.01%
796
+339
83 84
85
86 87