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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
$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
701
$13K ﹤0.01%
+166
702
$13K ﹤0.01%
188
+38
703
$12K ﹤0.01%
200
704
$12K ﹤0.01%
310
705
$12K ﹤0.01%
1,047
+28
706
$12K ﹤0.01%
343
707
$12K ﹤0.01%
235
-146
708
$12K ﹤0.01%
3,000
709
$12K ﹤0.01%
413
710
$12K ﹤0.01%
200
711
$12K ﹤0.01%
556
712
$12K ﹤0.01%
386
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713
$12K ﹤0.01%
280
714
$12K ﹤0.01%
625
715
$12K ﹤0.01%
249
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716
$12K ﹤0.01%
200
717
$11K ﹤0.01%
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718
$11K ﹤0.01%
536
-95,212
719
$11K ﹤0.01%
+50
720
$11K ﹤0.01%
500
721
$11K ﹤0.01%
130
-523
722
$11K ﹤0.01%
+200
723
$11K ﹤0.01%
130
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724
$11K ﹤0.01%
135
+71
725
$11K ﹤0.01%
127
-1,208
27 28
29
30 31