We are live on ! Find out more
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
$1.77B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,424
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$28.5M
3
+$26M
4
MTDR icon
Matador Resources
MTDR
+$14.4M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$13.2M

Top Sells

1
+$29.5M
2
+$22.5M
3
+$21M
4
FDS icon
Factset
FDS
+$19.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$17.9M

Sector Composition

1 Healthcare 11.75%
2 Industrials 9.64%
3 Financials 9.24%
4 Energy 8.07%
5 Technology 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$17K ﹤0.01%
26
627
$17K ﹤0.01%
200
628
$17K ﹤0.01%
210
629
$17K ﹤0.01%
929
-29,542
630
$17K ﹤0.01%
300
-56
631
$17K ﹤0.01%
255
632
$17K ﹤0.01%
1,000
633
$17K ﹤0.01%
536
+36
634
$17K ﹤0.01%
258
635
$16K ﹤0.01%
315
-40
636
$16K ﹤0.01%
242
-873
637
$16K ﹤0.01%
235
-998
638
$16K ﹤0.01%
265
639
$16K ﹤0.01%
202
640
$16K ﹤0.01%
411
641
$16K ﹤0.01%
277
642
$16K ﹤0.01%
291
-1,424
643
$16K ﹤0.01%
261
+11
644
$16K ﹤0.01%
368
645
$16K ﹤0.01%
250
-8,117
646
$16K ﹤0.01%
129
647
$16K ﹤0.01%
220
648
$16K ﹤0.01%
210
649
$16K ﹤0.01%
95
650
$16K ﹤0.01%
500
24 25
26
27 28