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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
2201
$21K ﹤0.01%
286
-76
2202
$20K ﹤0.01%
733
-133
2203
$20K ﹤0.01%
200
2204
$20K ﹤0.01%
749
+247
2205
$20K ﹤0.01%
4,205
2206
$20K ﹤0.01%
908
+54
2207
$20K ﹤0.01%
972
+261
2208
$20K ﹤0.01%
612
+307
2209
$20K ﹤0.01%
475
+317
2210
$20K ﹤0.01%
5,638
+513
2211
$20K ﹤0.01%
719
-6
2212
$20K ﹤0.01%
360
-94
2213
$20K ﹤0.01%
384
+35
2214
$20K ﹤0.01%
2,226
+55
2215
$20K ﹤0.01%
442
-73
2216
$20K ﹤0.01%
1,078
-795
2217
$20K ﹤0.01%
911
+815
2218
$20K ﹤0.01%
464
+111
2219
$20K ﹤0.01%
887
+11
2220
$20K ﹤0.01%
6,782
+5,042
2221
$20K ﹤0.01%
1,042
+10
2222
$20K ﹤0.01%
1,143
+11
2223
$20K ﹤0.01%
1,768
-519
2224
$20K ﹤0.01%
903
2225
$20K ﹤0.01%
1,680
+865
87 88
89
90 91