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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
2376
$16K ﹤0.01%
1,029
+873
2377
$16K ﹤0.01%
1,818
+1,368
2378
$16K ﹤0.01%
4,716
+3,291
2379
$16K ﹤0.01%
219
+39
2380
$16K ﹤0.01%
272
+82
2381
$16K ﹤0.01%
372
-30
2382
$16K ﹤0.01%
510
+29
2383
$16K ﹤0.01%
2,027
+204
2384
$16K ﹤0.01%
509
+143
2385
$16K ﹤0.01%
1,064
-270
2386
$16K ﹤0.01%
2,430
-2,402
2387
$16K ﹤0.01%
818
+306
2388
$16K ﹤0.01%
406
+75
2389
$16K ﹤0.01%
184
-15
2390
$16K ﹤0.01%
1,233
-310
2391
$16K ﹤0.01%
+1,168
2392
$16K ﹤0.01%
484
+104
2393
$16K ﹤0.01%
744
+667
2394
$16K ﹤0.01%
577
+14
2395
$16K ﹤0.01%
427
+135
2396
$16K ﹤0.01%
103
+62
2397
$16K ﹤0.01%
14
+4
2398
$16K ﹤0.01%
847
+541
2399
$16K ﹤0.01%
1,008
+406
2400
$16K ﹤0.01%
2,221
+556
94 95
96
97 98