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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
2426
$15K ﹤0.01%
446
+45
2427
$15K ﹤0.01%
150
2428
$15K ﹤0.01%
395
+115
2429
$15K ﹤0.01%
500
2430
$15K ﹤0.01%
2,010
+889
2431
$15K ﹤0.01%
610
-322
2432
$15K ﹤0.01%
705
+194
2433
$15K ﹤0.01%
202
2434
$15K ﹤0.01%
655
2435
$15K ﹤0.01%
176
-145
2436
$15K ﹤0.01%
378
+2
2437
$15K ﹤0.01%
244
+161
2438
$15K ﹤0.01%
150
2439
$15K ﹤0.01%
1,132
-110
2440
$15K ﹤0.01%
2,142
+659
2441
$15K ﹤0.01%
+300
2442
$15K ﹤0.01%
194
+83
2443
$15K ﹤0.01%
+266
2444
$14K ﹤0.01%
386
+194
2445
$14K ﹤0.01%
488
+22
2446
$14K ﹤0.01%
1,690
-785
2447
$14K ﹤0.01%
459
2448
$14K ﹤0.01%
3,940
+2,143
2449
$14K ﹤0.01%
774
+368
2450
$14K ﹤0.01%
412
+43
96 97
98
99 100