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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
926
$166K ﹤0.01%
6,205
927
$166K ﹤0.01%
849
928
$166K ﹤0.01%
1,543
929
$164K ﹤0.01%
2,828
930
$164K ﹤0.01%
1,456
931
$162K ﹤0.01%
3,500
932
$162K ﹤0.01%
866
933
$161K ﹤0.01%
664
934
$161K ﹤0.01%
5,327
935
$161K ﹤0.01%
5,726
936
$160K ﹤0.01%
1,018
937
$160K ﹤0.01%
3,679
938
$160K ﹤0.01%
11,181
939
$159K ﹤0.01%
10,053
940
$159K ﹤0.01%
2,742
941
$158K ﹤0.01%
542
942
$157K ﹤0.01%
4,708
943
$157K ﹤0.01%
2,652
944
$156K ﹤0.01%
1,690
945
$156K ﹤0.01%
8,441
946
$155K ﹤0.01%
6,953
947
$155K ﹤0.01%
5,206
948
$155K ﹤0.01%
685
949
$154K ﹤0.01%
5,838
950
$154K ﹤0.01%
1,616
36 37
38
39 40