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
426
$1.89M 0.02%
20,174
427
$1.89M 0.02%
30,210
428
$1.88M 0.02%
39,763
429
$1.88M 0.02%
7,995
430
$1.87M 0.01%
53,786
431
$1.87M 0.01%
21,273
432
$1.87M 0.01%
47,199
433
$1.86M 0.01%
15,863
434
$1.86M 0.01%
21,513
435
$1.85M 0.01%
20,759
436
$1.85M 0.01%
42,656
437
$1.85M 0.01%
5,235
438
$1.84M 0.01%
35,418
439
$1.84M 0.01%
28,042
440
$1.84M 0.01%
18,090
441
$1.83M 0.01%
18,429
442
$1.83M 0.01%
32,783
443
$1.83M 0.01%
4,730
444
$1.83M 0.01%
27,626
445
$1.82M 0.01%
15,589
446
$1.82M 0.01%
38,591
447
$1.81M 0.01%
32,951
448
$1.81M 0.01%
18,665
449
$1.79M 0.01%
22,890
450
$1.79M 0.01%
25,582
16 17
18
19 20