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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
2651
$1K ﹤0.01%
22
2652
$1K ﹤0.01%
50
2653
$1K ﹤0.01%
45
2654
$1K ﹤0.01%
6
2655
$1K ﹤0.01%
16
2656
$1K ﹤0.01%
11
2657
$1K ﹤0.01%
77
2658
$1K ﹤0.01%
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2659
$1K ﹤0.01%
49
2660
$1K ﹤0.01%
5
2661
$1K ﹤0.01%
59
2662
$1K ﹤0.01%
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2663
$1K ﹤0.01%
10
2664
$1K ﹤0.01%
19
2665
$1K ﹤0.01%
29
2666
$1K ﹤0.01%
8
2667
$1K ﹤0.01%
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2668
$1K ﹤0.01%
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2669
$1K ﹤0.01%
75
2670
$1K ﹤0.01%
14
2671
$1K ﹤0.01%
74
2672
$1K ﹤0.01%
43
2673
0
2674
$1K ﹤0.01%
13
2675
$1K ﹤0.01%
16