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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
2351
$17K ﹤0.01%
194
-91
2352
$17K ﹤0.01%
98
2353
$17K ﹤0.01%
543
+41
2354
$17K ﹤0.01%
238
+51
2355
$16K ﹤0.01%
900
+431
2356
$16K ﹤0.01%
481
+2
2357
$16K ﹤0.01%
463
+154
2358
$16K ﹤0.01%
870
+504
2359
$16K ﹤0.01%
2,182
+309
2360
$16K ﹤0.01%
325
+5
2361
$16K ﹤0.01%
591
-1,775
2362
$16K ﹤0.01%
10,726
-571
2363
$16K ﹤0.01%
843
+498
2364
$16K ﹤0.01%
413
-807
2365
$16K ﹤0.01%
95
+37
2366
$16K ﹤0.01%
166
+148
2367
$16K ﹤0.01%
1,461
2368
$16K ﹤0.01%
1,339
+870
2369
$16K ﹤0.01%
434
2370
$16K ﹤0.01%
213
+30
2371
$16K ﹤0.01%
1,159
2372
$16K ﹤0.01%
300
2373
$16K ﹤0.01%
800
+486
2374
$16K ﹤0.01%
475
2375
$16K ﹤0.01%
1,185
-404
93 94
95
96 97