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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
2401
$16K ﹤0.01%
229
2402
$16K ﹤0.01%
1,298
+400
2403
$15K ﹤0.01%
1,038
2404
$15K ﹤0.01%
1,168
-80
2405
$15K ﹤0.01%
2,039
2406
$15K ﹤0.01%
126
+91
2407
$15K ﹤0.01%
562
2408
$15K ﹤0.01%
551
-19
2409
$15K ﹤0.01%
1,245
+633
2410
$15K ﹤0.01%
+981
2411
$15K ﹤0.01%
768
+189
2412
$15K ﹤0.01%
259
+173
2413
$15K ﹤0.01%
4,310
+622
2414
$15K ﹤0.01%
203
+89
2415
$15K ﹤0.01%
613
-14
2416
$15K ﹤0.01%
1,420
-1,562
2417
$15K ﹤0.01%
409
+8
2418
$15K ﹤0.01%
+375
2419
$15K ﹤0.01%
814
+220
2420
$15K ﹤0.01%
357
-325
2421
$15K ﹤0.01%
8,290
+3,365
2422
$15K ﹤0.01%
4,657
+220
2423
$15K ﹤0.01%
1,179
+418
2424
$15K ﹤0.01%
299
2425
$15K ﹤0.01%
808
+700
95 96
97
98 99