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
2601
$1K ﹤0.01%
55
2602
$1K ﹤0.01%
9
2603
$1K ﹤0.01%
20
2604
$1K ﹤0.01%
1
2605
$1K ﹤0.01%
59
2606
$1K ﹤0.01%
263
2607
$1K ﹤0.01%
300
2608
$1K ﹤0.01%
162
2609
$1K ﹤0.01%
37
2610
$1K ﹤0.01%
15
2611
$1K ﹤0.01%
30
2612
$1K ﹤0.01%
7
2613
$1K ﹤0.01%
46
2614
$1K ﹤0.01%
53
2615
$1K ﹤0.01%
54
2616
$1K ﹤0.01%
4
2617
$1K ﹤0.01%
48
2618
$1K ﹤0.01%
60
2619
$1K ﹤0.01%
253
2620
$1K ﹤0.01%
57
2621
$1K ﹤0.01%
8
2622
$1K ﹤0.01%
55
2623
$1K ﹤0.01%
45
2624
$1K ﹤0.01%
148
2625
$1K ﹤0.01%
29