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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
976
$2K ﹤0.01%
69
-14
977
$2K ﹤0.01%
192
978
$2K ﹤0.01%
+66
979
$2K ﹤0.01%
224
+24
980
$2K ﹤0.01%
+50
981
$2K ﹤0.01%
+284
982
$2K ﹤0.01%
+45
983
$2K ﹤0.01%
104
984
$2K ﹤0.01%
173
985
$2K ﹤0.01%
50
986
$2K ﹤0.01%
46
-202
987
$2K ﹤0.01%
40
988
$2K ﹤0.01%
+42
989
$2K ﹤0.01%
106
+36
990
$2K ﹤0.01%
66
991
$2K ﹤0.01%
+17
992
$2K ﹤0.01%
+11
993
$2K ﹤0.01%
+34
994
$2K ﹤0.01%
92
-77
995
$2K ﹤0.01%
75
996
$2K ﹤0.01%
95
997
$2K ﹤0.01%
57
998
$2K ﹤0.01%
30
-130
999
$2K ﹤0.01%
+80
1000
$2K ﹤0.01%
600
38 39
40
41 42