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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
2451
$14K ﹤0.01%
299
+166
2452
$14K ﹤0.01%
336
+63
2453
$14K ﹤0.01%
818
2454
$14K ﹤0.01%
184
+53
2455
$14K ﹤0.01%
544
+122
2456
$14K ﹤0.01%
434
+300
2457
$14K ﹤0.01%
255
2458
$14K ﹤0.01%
3,834
+1,915
2459
$14K ﹤0.01%
1,147
-5,826
2460
$14K ﹤0.01%
1,109
+526
2461
$14K ﹤0.01%
66
2462
$14K ﹤0.01%
568
2463
$14K ﹤0.01%
940
+624
2464
$14K ﹤0.01%
1,075
+1,037
2465
$14K ﹤0.01%
1,290
2466
$14K ﹤0.01%
497
-146
2467
$14K ﹤0.01%
200
2468
$14K ﹤0.01%
1,261
+316
2469
$14K ﹤0.01%
286
+182
2470
$14K ﹤0.01%
345
+173
2471
$14K ﹤0.01%
249
-1,423
2472
$14K ﹤0.01%
170
-50
2473
$14K ﹤0.01%
597
+546
2474
$14K ﹤0.01%
782
-1,113
2475
$14K ﹤0.01%
1,000
97 98
99
100 101