Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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
+$118M
2
+$28.9M
3
+$26.1M
4
MTDR icon
Matador Resources
MTDR
+$13.7M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$13.2M

Top Sells

1
+$30.3M
2
+$24.1M
3
+$20.7M
4
FDS icon
Factset
FDS
+$18.2M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$18M

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%
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+12
853
$5K ﹤0.01%
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854
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1,000
855
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501
856
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857
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858
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860
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861
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862
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863
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91
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865
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100
866
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85
867
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868
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869
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870
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90
871
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872
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273
873
$5K ﹤0.01%
+48
874
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34
-101
875
$5K ﹤0.01%
+80
33 34
35
36 37