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
801
$8K ﹤0.01%
300
802
$8K ﹤0.01%
+232
803
$8K ﹤0.01%
72
-39
804
$8K ﹤0.01%
1,081
805
$8K ﹤0.01%
300
806
$8K ﹤0.01%
275
-10
807
$8K ﹤0.01%
120
-1,058
808
$8K ﹤0.01%
212
-2,325
809
$7K ﹤0.01%
350
810
$7K ﹤0.01%
90
811
$7K ﹤0.01%
+190
812
$7K ﹤0.01%
211
-172
813
$7K ﹤0.01%
265
814
$7K ﹤0.01%
89
-562
815
$7K ﹤0.01%
910
+465
816
$7K ﹤0.01%
218
-38
817
$7K ﹤0.01%
+260
818
$7K ﹤0.01%
+62
819
$7K ﹤0.01%
170
820
$7K ﹤0.01%
65
-42
821
$7K ﹤0.01%
+556
822
$7K ﹤0.01%
112
-262
823
$7K ﹤0.01%
180
824
$7K ﹤0.01%
+44
825
$7K ﹤0.01%
281
31 32
33
34 35