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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
1101
$1K ﹤0.01%
+8
1102
$1K ﹤0.01%
18
-1,610
1103
$1K ﹤0.01%
24
+17
1104
– –
0
1105
$1K ﹤0.01%
+26
1106
$1K ﹤0.01%
+62
1107
$1K ﹤0.01%
+37
1108
$1K ﹤0.01%
5
-13
1109
$1K ﹤0.01%
+17
1110
$1K ﹤0.01%
42
1111
$1K ﹤0.01%
25
-6
1112
$1K ﹤0.01%
60
1113
$1K ﹤0.01%
6
1114
$1K ﹤0.01%
+26
1115
$1K ﹤0.01%
+13
1116
$1K ﹤0.01%
+14
1117
$1K ﹤0.01%
+10
1118
$1K ﹤0.01%
+16
1119
$1K ﹤0.01%
15
1120
$1K ﹤0.01%
400
1121
$1K ﹤0.01%
+148
1122
$1K ﹤0.01%
+8
1123
$1K ﹤0.01%
+7
1124
$1K ﹤0.01%
+38
1125
$1K ﹤0.01%
175
+100
43 44
45
46 47