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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
976
$140K ﹤0.01%
915
977
$140K ﹤0.01%
7,000
978
$139K ﹤0.01%
6,757
979
$139K ﹤0.01%
3,723
980
$139K ﹤0.01%
4,199
981
$139K ﹤0.01%
1,166
982
$138K ﹤0.01%
880
983
$137K ﹤0.01%
5,584
984
$137K ﹤0.01%
678
985
$137K ﹤0.01%
3,537
986
$136K ﹤0.01%
290
987
$136K ﹤0.01%
9,608
988
$136K ﹤0.01%
1,392
989
$135K ﹤0.01%
8,996
990
$134K ﹤0.01%
1,590
991
$134K ﹤0.01%
633
992
$134K ﹤0.01%
4,351
993
$134K ﹤0.01%
7,871
994
$134K ﹤0.01%
9,500
995
$133K ﹤0.01%
2,676
996
$132K ﹤0.01%
3,864
997
$131K ﹤0.01%
1,034
998
$131K ﹤0.01%
670
999
$131K ﹤0.01%
475
1000
$130K ﹤0.01%
2,500
38 39
40
41 42