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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
651
$503K ﹤0.01%
5,247
652
$499K ﹤0.01%
11,541
653
$499K ﹤0.01%
9,150
654
$496K ﹤0.01%
12,127
655
$491K ﹤0.01%
5,048
656
$489K ﹤0.01%
3,170
657
$488K ﹤0.01%
7,425
658
$487K ﹤0.01%
9,826
659
$486K ﹤0.01%
2,862
660
$484K ﹤0.01%
1,926
661
$483K ﹤0.01%
2,973
662
$482K ﹤0.01%
7,610
663
$472K ﹤0.01%
11,525
664
$472K ﹤0.01%
13,111
665
$468K ﹤0.01%
5,444
666
$468K ﹤0.01%
10,168
667
$461K ﹤0.01%
6,100
668
$461K ﹤0.01%
8,486
669
$459K ﹤0.01%
19,001
670
$459K ﹤0.01%
1,857
671
$456K ﹤0.01%
7,350
672
$454K ﹤0.01%
8,693
673
$454K ﹤0.01%
25,871
674
$450K ﹤0.01%
23,200
675
$443K ﹤0.01%
7,987
25 26
27
28 29