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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
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,025
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.05M
3
+$887K
4
HERO icon
Global X Video Games & Esports ETF
HERO
+$167K
5
PGNY icon
Progyny
PGNY
+$80.9K

Top Sells

1
+$28.4M
2
+$347K
3
+$38.9K
4
ELS icon
Equity Lifestyle Properties
ELS
+$26.4K
5
FGBI icon
First Guaranty Bancshares
FGBI
+$21.4K

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%
30
2527
$2K ﹤0.01%
150
2528
$2K ﹤0.01%
32
2529
$2K ﹤0.01%
3
2530
$2K ﹤0.01%
31
2531
$2K ﹤0.01%
50
2532
$2K ﹤0.01%
31
2533
$2K ﹤0.01%
1,207
2534
$2K ﹤0.01%
576
2535
$2K ﹤0.01%
12
2536
$2K ﹤0.01%
71
2537
$2K ﹤0.01%
54
2538
$2K ﹤0.01%
82
2539
$2K ﹤0.01%
450
2540
$2K ﹤0.01%
40
2541
$2K ﹤0.01%
66
2542
$2K ﹤0.01%
45
2543
$2K ﹤0.01%
21
2544
$2K ﹤0.01%
56
2545
$2K ﹤0.01%
25
2546
$2K ﹤0.01%
20
2547
$2K ﹤0.01%
134
2548
$2K ﹤0.01%
30
2549
$2K ﹤0.01%
342
2550
$2K ﹤0.01%
127
100 101
102
103 104