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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
751
$10K ﹤0.01%
+342
752
$10K ﹤0.01%
+363
753
$10K ﹤0.01%
+352
754
$10K ﹤0.01%
100
-78
755
$10K ﹤0.01%
13
756
$10K ﹤0.01%
3,650
+1,150
757
$10K ﹤0.01%
172
+166
758
$10K ﹤0.01%
1,404
759
$10K ﹤0.01%
464
760
$10K ﹤0.01%
190
761
$10K ﹤0.01%
296
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762
$9K ﹤0.01%
118
-10
763
$9K ﹤0.01%
125
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764
$9K ﹤0.01%
300
765
$9K ﹤0.01%
310
766
$9K ﹤0.01%
1,050
-250
767
$9K ﹤0.01%
164
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768
$9K ﹤0.01%
500
769
$9K ﹤0.01%
200
770
$9K ﹤0.01%
248
-38
771
$9K ﹤0.01%
135
-136
772
$9K ﹤0.01%
160
773
$9K ﹤0.01%
260
-52
774
$9K ﹤0.01%
151
-100
775
$9K ﹤0.01%
636
+536
29 30
31
32 33