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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
926
$3K ﹤0.01%
27
927
$3K ﹤0.01%
150
928
$3K ﹤0.01%
+136
929
$3K ﹤0.01%
64
930
$3K ﹤0.01%
+200
931
$3K ﹤0.01%
+31
932
$3K ﹤0.01%
216
-640
933
$3K ﹤0.01%
+54
934
$3K ﹤0.01%
68
-179
935
$3K ﹤0.01%
150
-3,600
936
$3K ﹤0.01%
+800
937
$3K ﹤0.01%
80
938
$3K ﹤0.01%
+63
939
$3K ﹤0.01%
62
940
$3K ﹤0.01%
+800
941
$3K ﹤0.01%
125
+67
942
$3K ﹤0.01%
112
943
$3K ﹤0.01%
+900
944
$3K ﹤0.01%
+31
945
$3K ﹤0.01%
204
946
$3K ﹤0.01%
50
947
$3K ﹤0.01%
19
-61
948
$3K ﹤0.01%
301
949
– –
0
950
$3K ﹤0.01%
329
-1
36 37
38
39 40