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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
851
$6K ﹤0.01%
200
852
$6K ﹤0.01%
312
+12
853
$5K ﹤0.01%
100
854
$5K ﹤0.01%
122
+12
855
$5K ﹤0.01%
501
856
$5K ﹤0.01%
246
857
$5K ﹤0.01%
28
858
$5K ﹤0.01%
122
859
$5K ﹤0.01%
+359
860
$5K ﹤0.01%
85
-59
861
$5K ﹤0.01%
176
-47
862
$5K ﹤0.01%
91
+11
863
$5K ﹤0.01%
+194
864
$5K ﹤0.01%
85
865
$5K ﹤0.01%
300
866
$5K ﹤0.01%
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867
$5K ﹤0.01%
+78
868
$5K ﹤0.01%
34
-101
869
$5K ﹤0.01%
+100
870
$5K ﹤0.01%
174
871
$5K ﹤0.01%
+247
872
$5K ﹤0.01%
+62
873
$5K ﹤0.01%
43
-45
874
$5K ﹤0.01%
60
-21
875
$5K ﹤0.01%
300
-119
33 34
35
36 37