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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
2176
$22K ﹤0.01%
680
2177
$22K ﹤0.01%
573
+193
2178
$21K ﹤0.01%
1,003
+128
2179
$21K ﹤0.01%
1,000
2180
$21K ﹤0.01%
1,660
-328
2181
$21K ﹤0.01%
541
+153
2182
$21K ﹤0.01%
5,377
+4,685
2183
$21K ﹤0.01%
+726
2184
$21K ﹤0.01%
1,174
-342
2185
$21K ﹤0.01%
932
+144
2186
$21K ﹤0.01%
260
+83
2187
$21K ﹤0.01%
+10,000
2188
$21K ﹤0.01%
5,026
+1,809
2189
$21K ﹤0.01%
585
+128
2190
$21K ﹤0.01%
416
+27
2191
$21K ﹤0.01%
2,655
+2,018
2192
$21K ﹤0.01%
419
+116
2193
$21K ﹤0.01%
+450
2194
$21K ﹤0.01%
722
+468
2195
$21K ﹤0.01%
779
-160
2196
$21K ﹤0.01%
211
+71
2197
$21K ﹤0.01%
2,304
+596
2198
$21K ﹤0.01%
368
+54
2199
$21K ﹤0.01%
771
-516
2200
$21K ﹤0.01%
706
+464
86 87
88
89 90