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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
601
$710K 0.01%
25,252
602
$704K 0.01%
17,570
603
$703K 0.01%
21,722
604
$702K 0.01%
19,811
605
$692K 0.01%
5,849
606
$691K 0.01%
89,310
607
$687K 0.01%
18,515
608
$673K 0.01%
10,144
609
$668K 0.01%
62,478
610
$660K 0.01%
12,432
611
$656K 0.01%
11,496
612
$653K 0.01%
8,107
613
$643K 0.01%
9,880
614
$640K 0.01%
3,093
615
$630K 0.01%
12,632
616
$624K 0.01%
11,672
617
$621K 0.01%
9,803
618
$620K ﹤0.01%
2,337
619
$619K ﹤0.01%
8,190
620
$615K ﹤0.01%
23,170
621
$610K ﹤0.01%
10,186
622
$610K ﹤0.01%
7,338
623
$597K ﹤0.01%
4,408
624
$594K ﹤0.01%
18,794
625
$591K ﹤0.01%
855
23 24
25
26 27