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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
1076
$1K ﹤0.01%
+65
1077
$1K ﹤0.01%
+9
1078
$1K ﹤0.01%
+11
1079
$1K ﹤0.01%
105
-1
1080
$1K ﹤0.01%
+100
1081
$1K ﹤0.01%
64
1082
$1K ﹤0.01%
39
1083
$1K ﹤0.01%
15
+3
1084
$1K ﹤0.01%
+65
1085
$1K ﹤0.01%
+6
1086
$1K ﹤0.01%
+20
1087
$1K ﹤0.01%
+19
1088
$1K ﹤0.01%
46
-11,278
1089
$1K ﹤0.01%
+30
1090
$1K ﹤0.01%
+10
1091
$1K ﹤0.01%
+18
1092
$1K ﹤0.01%
+27
1093
$1K ﹤0.01%
+80
1094
$1K ﹤0.01%
+7
1095
$1K ﹤0.01%
+121
1096
$1K ﹤0.01%
+43
1097
$1K ﹤0.01%
+33
1098
$1K ﹤0.01%
+200
1099
$1K ﹤0.01%
+40
1100
$1K ﹤0.01%
25
-374
42 43
44
45 46