We are live on ! Find out more
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
1276
– –
-3
1277
– –
-115
1278
$0 ﹤0.01%
+4
1279
– –
-17
1280
– –
-2
1281
– –
-125,420
1282
$0 ﹤0.01%
4
1283
– –
-10
1284
– –
-301
1285
– –
-813
1286
– –
-129
1287
$0 ﹤0.01%
+12
1288
– –
-611
1289
– –
-60
1290
$0 ﹤0.01%
+13
1291
– –
-250
1292
– –
-134
1293
– –
-123
1294
$0 ﹤0.01%
+9
1295
– –
-56
1296
– –
-228
1297
– –
0
1298
– –
-185
1299
$0 ﹤0.01%
+34
1300
– –
-226
50 51
52
53 54