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
2126
$23K ﹤0.01%
467
+5
2127
$23K ﹤0.01%
+245
2128
$23K ﹤0.01%
470
-3
2129
$23K ﹤0.01%
1,000
-500
2130
$23K ﹤0.01%
245
-395
2131
$23K ﹤0.01%
4,658
-349
2132
$23K ﹤0.01%
3,115
-1,000
2133
$23K ﹤0.01%
737
+377
2134
$23K ﹤0.01%
1,125
+925
2135
$23K ﹤0.01%
1,634
+974
2136
$23K ﹤0.01%
745
-3
2137
$23K ﹤0.01%
550
+410
2138
$23K ﹤0.01%
159
+2
2139
$23K ﹤0.01%
658
+290
2140
$23K ﹤0.01%
428
+100
2141
$23K ﹤0.01%
1,500
-166
2142
$23K ﹤0.01%
685
+250
2143
$23K ﹤0.01%
1,221
+656
2144
$23K ﹤0.01%
247
-26
2145
$23K ﹤0.01%
1,556
+469
2146
$23K ﹤0.01%
500
2147
$23K ﹤0.01%
1,180
2148
$23K ﹤0.01%
+375
2149
$23K ﹤0.01%
1,056
2150
$23K ﹤0.01%
623
+126
84 85
86
87 88