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
776
$272K ﹤0.01%
7,483
777
$271K ﹤0.01%
2,907
778
$270K ﹤0.01%
1,550
779
$268K ﹤0.01%
3,822
780
$268K ﹤0.01%
10,204
781
$268K ﹤0.01%
5,030
782
$266K ﹤0.01%
4,395
783
$266K ﹤0.01%
5,499
784
$263K ﹤0.01%
4,043
785
$263K ﹤0.01%
1,626
786
$263K ﹤0.01%
4,800
787
$262K ﹤0.01%
2,976
788
$261K ﹤0.01%
12,328
789
$260K ﹤0.01%
3,072
790
$259K ﹤0.01%
2,486
791
$259K ﹤0.01%
2,458
792
$258K ﹤0.01%
1,905
793
$258K ﹤0.01%
1,042
794
$257K ﹤0.01%
9,268
795
$257K ﹤0.01%
6,000
796
$255K ﹤0.01%
16,550
797
$255K ﹤0.01%
5,953
798
$254K ﹤0.01%
7,529
799
$253K ﹤0.01%
7,891
800
$251K ﹤0.01%
1,417
30 31
32
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