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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
2226
$20K ﹤0.01%
851
2227
$20K ﹤0.01%
344
-17
2228
$20K ﹤0.01%
887
+215
2229
$20K ﹤0.01%
209
+15
2230
$20K ﹤0.01%
954
2231
$20K ﹤0.01%
839
+221
2232
$20K ﹤0.01%
1,326
2233
$20K ﹤0.01%
3,000
2234
$20K ﹤0.01%
416
+171
2235
$20K ﹤0.01%
949
-5
2236
$20K ﹤0.01%
508
+62
2237
$20K ﹤0.01%
244
-269
2238
$20K ﹤0.01%
500
2239
$19K ﹤0.01%
432
+25
2240
$19K ﹤0.01%
181
-24
2241
$19K ﹤0.01%
750
2242
$19K ﹤0.01%
644
+74
2243
$19K ﹤0.01%
89
-17
2244
$19K ﹤0.01%
1,875
+50
2245
$19K ﹤0.01%
561
2246
$19K ﹤0.01%
+480
2247
$19K ﹤0.01%
1,692
+1,049
2248
$19K ﹤0.01%
2,010
-129
2249
$19K ﹤0.01%
137
+74
2250
$19K ﹤0.01%
1,218
88 89
90
91 92