Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $36.9B
1-Year Est. Return 18.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.27M
3
+$1M
4
HERO icon
Global X Video Games & Esports ETF
HERO
+$340K
5
PGNY icon
Progyny
PGNY
+$199K

Top Sells

1
+$33.8M
2
+$1.14M
3
+$46.4K
4
ELS icon
Equity Lifestyle Properties
ELS
+$28K
5
FGBI icon
First Guaranty Bancshares
FGBI
+$21.2K

Sector Composition

1 Technology 6.39%
2 Healthcare 4.97%
3 Financials 3.57%
4 Industrials 2.73%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$2K ﹤0.01%
31
2527
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2528
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2529
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2530
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2531
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2532
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2534
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2535
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2536
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2537
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2538
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2539
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2540
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2541
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576
2542
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2543
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2544
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2545
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2546
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450
2547
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40
2548
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2549
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2550
$2K ﹤0.01%
21
100 101
102
103 104