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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
751
$304K ﹤0.01%
838
752
$302K ﹤0.01%
8,765
753
$301K ﹤0.01%
2,307
754
$300K ﹤0.01%
1,564
755
$297K ﹤0.01%
6,806
756
$296K ﹤0.01%
6,939
757
$296K ﹤0.01%
3,548
758
$296K ﹤0.01%
2,531
759
$293K ﹤0.01%
12,371
760
$293K ﹤0.01%
4,906
761
$291K ﹤0.01%
12,737
762
$290K ﹤0.01%
5,567
763
$288K ﹤0.01%
1,712
764
$287K ﹤0.01%
6,708
765
$286K ﹤0.01%
6,306
766
$285K ﹤0.01%
2,755
767
$284K ﹤0.01%
820
768
$284K ﹤0.01%
3,679
769
$283K ﹤0.01%
4,682
770
$282K ﹤0.01%
4,910
771
$280K ﹤0.01%
1,366
772
$279K ﹤0.01%
2,903
773
$279K ﹤0.01%
42,862
774
$276K ﹤0.01%
6,266
775
$272K ﹤0.01%
6,602
29 30
31
32 33