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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
1126
$1K ﹤0.01%
+15
1127
$1K ﹤0.01%
+5
1128
$1K ﹤0.01%
+26
1129
$1K ﹤0.01%
+15
1130
$1K ﹤0.01%
+16
1131
$1K ﹤0.01%
+22
1132
$1K ﹤0.01%
+17
1133
$1K ﹤0.01%
17
1134
$1K ﹤0.01%
+14
1135
$1K ﹤0.01%
+50
1136
$1K ﹤0.01%
+53
1137
$1K ﹤0.01%
12
1138
$1K ﹤0.01%
+8
1139
$1K ﹤0.01%
12
1140
$1K ﹤0.01%
+9
1141
$1K ﹤0.01%
+20
1142
$1K ﹤0.01%
51
-1,159
1143
$1K ﹤0.01%
15
-894
1144
$1K ﹤0.01%
+19
1145
$1K ﹤0.01%
+93
1146
$1K ﹤0.01%
+44
1147
$1K ﹤0.01%
32
-17
1148
$1K ﹤0.01%
29
-59
1149
$1K ﹤0.01%
+18
1150
$1K ﹤0.01%
+19
44 45
46
47 48