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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
1051
$1K ﹤0.01%
14
+12
1052
$1K ﹤0.01%
+10
1053
$1K ﹤0.01%
+6
1054
$1K ﹤0.01%
+67
1055
$1K ﹤0.01%
26
1056
$1K ﹤0.01%
+21
1057
$1K ﹤0.01%
+300
1058
$1K ﹤0.01%
+14
1059
$1K ﹤0.01%
+43
1060
$1K ﹤0.01%
+30
1061
$1K ﹤0.01%
+19
1062
$1K ﹤0.01%
+10
1063
$1K ﹤0.01%
+85
1064
$1K ﹤0.01%
+8
1065
$1K ﹤0.01%
26
1066
$1K ﹤0.01%
+12
1067
$1K ﹤0.01%
+6
1068
$1K ﹤0.01%
45
1069
$1K ﹤0.01%
200
1070
$1K ﹤0.01%
+5
1071
$1K ﹤0.01%
+32
1072
$1K ﹤0.01%
+800
1073
$1K ﹤0.01%
+18
1074
$1K ﹤0.01%
+20
1075
$1K ﹤0.01%
109
41 42
43
44 45