Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s New Mountain Finance NMFC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio NMFC Stock Details NMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75K Sell
225
-590
-72% -$4.93K ﹤0.01% 5310
2025
Q4 		$8K Sell
815
-960
-54% -$9.06K ﹤0.01% 4654
2025
Q3 		$17K Buy
+1,775
New +$18.4K ﹤0.01% 4221
2023
Q3 		– Sell
-1,200
Closed -$15K – 4421
2023
Q2 		$15K Sell
1,200
-6,550
-85% -$79K ﹤0.01% 2824
2023
Q1 		$94K Buy
+7,750
New +$97.5K ﹤0.01% 1522

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