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
826
$228K ﹤0.01%
2,074
827
$227K ﹤0.01%
24,176
828
$227K ﹤0.01%
5,128
829
$227K ﹤0.01%
3,479
830
$225K ﹤0.01%
3,654
831
$224K ﹤0.01%
10,822
832
$224K ﹤0.01%
9,668
833
$224K ﹤0.01%
4,587
834
$224K ﹤0.01%
6,025
835
$223K ﹤0.01%
1,632
836
$223K ﹤0.01%
3,000
837
$223K ﹤0.01%
5,870
838
$222K ﹤0.01%
1,916
839
$222K ﹤0.01%
607
840
$221K ﹤0.01%
959
841
$219K ﹤0.01%
2,005
842
$219K ﹤0.01%
4,179
843
$218K ﹤0.01%
5,560
844
$218K ﹤0.01%
922
845
$218K ﹤0.01%
2,851
846
$218K ﹤0.01%
4,927
847
$216K ﹤0.01%
4,226
848
$214K ﹤0.01%
9,644
849
$213K ﹤0.01%
1,217
850
$213K ﹤0.01%
1,779
32 33
34
35 36