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
2651
– –
0
2652
$1K ﹤0.01%
82
2653
$1K ﹤0.01%
42
2654
$1K ﹤0.01%
22
2655
$1K ﹤0.01%
50
2656
$1K ﹤0.01%
45
2657
$1K ﹤0.01%
6
2658
$1K ﹤0.01%
16
2659
$1K ﹤0.01%
11
2660
$1K ﹤0.01%
77
2661
$1K ﹤0.01%
8
2662
$1K ﹤0.01%
49
2663
$1K ﹤0.01%
5
2664
$1K ﹤0.01%
10
2665
$1K ﹤0.01%
19
2666
$1K ﹤0.01%
29
2667
$1K ﹤0.01%
8
2668
$1K ﹤0.01%
28
2669
$1K ﹤0.01%
27
2670
$1K ﹤0.01%
75
2671
$1K ﹤0.01%
14
2672
$1K ﹤0.01%
74
2673
$1K ﹤0.01%
43
2674
– –
0
2675
$1K ﹤0.01%
13
105 106
107
108 109