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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,200
Closed -$15K – 4409
2023
Q2 		$15K Sell
1,200
-6,550
-85% -$81.9K ﹤0.01% 2821
2023
Q1 		$94K Buy
+7,750
New +$94K ﹤0.01% 1519