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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
726
$11K ﹤0.01%
200
727
$11K ﹤0.01%
338
+135
728
$11K ﹤0.01%
302
-188
729
$11K ﹤0.01%
100
730
$11K ﹤0.01%
+275
731
$11K ﹤0.01%
337
+85
732
$11K ﹤0.01%
88
-28
733
$11K ﹤0.01%
76
-338
734
$11K ﹤0.01%
400
735
$11K ﹤0.01%
+983
736
$11K ﹤0.01%
1,200
737
$11K ﹤0.01%
400
738
$11K ﹤0.01%
884
739
$10K ﹤0.01%
226
-118
740
$10K ﹤0.01%
600
741
$10K ﹤0.01%
290
742
$10K ﹤0.01%
+1,135
743
$10K ﹤0.01%
+454
744
$10K ﹤0.01%
140
745
$10K ﹤0.01%
799
+583
746
$10K ﹤0.01%
183
+47
747
$10K ﹤0.01%
+460
748
$10K ﹤0.01%
250
749
$10K ﹤0.01%
100
750
$10K ﹤0.01%
+760
28 29
30
31 32