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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
2251
$19K ﹤0.01%
563
+182
2252
$19K ﹤0.01%
715
+373
2253
$19K ﹤0.01%
825
+736
2254
$19K ﹤0.01%
677
-331
2255
$19K ﹤0.01%
2,041
+711
2256
$19K ﹤0.01%
701
-615
2257
$19K ﹤0.01%
650
2258
$19K ﹤0.01%
225
-106
2259
$19K ﹤0.01%
237
+31
2260
$19K ﹤0.01%
57
-1
2261
$19K ﹤0.01%
288
+169
2262
$19K ﹤0.01%
1,500
2263
$19K ﹤0.01%
2,871
+1,460
2264
$19K ﹤0.01%
+455
2265
$19K ﹤0.01%
279
2266
$19K ﹤0.01%
743
+222
2267
$19K ﹤0.01%
+718
2268
$19K ﹤0.01%
494
+462
2269
$19K ﹤0.01%
1,721
+132
2270
$19K ﹤0.01%
600
+342
2271
$19K ﹤0.01%
317
-17
2272
$19K ﹤0.01%
774
+590
2273
$19K ﹤0.01%
1,794
+946
2274
$18K ﹤0.01%
489
+192
2275
$18K ﹤0.01%
222
-93
89 90
91
92 93