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
1051
$112K ﹤0.01%
407
1052
$112K ﹤0.01%
8,079
1053
$112K ﹤0.01%
4,031
1054
$110K ﹤0.01%
4,302
1055
$110K ﹤0.01%
2,642
1056
$109K ﹤0.01%
73
1057
$109K ﹤0.01%
229
1058
$109K ﹤0.01%
561
1059
$109K ﹤0.01%
2,149
1060
$109K ﹤0.01%
531
1061
$109K ﹤0.01%
3,011
1062
$108K ﹤0.01%
5,160
1063
$108K ﹤0.01%
2,356
1064
$108K ﹤0.01%
768
1065
$108K ﹤0.01%
4,152
1066
$107K ﹤0.01%
1,207
1067
$107K ﹤0.01%
3,902
1068
$107K ﹤0.01%
1,743
1069
$106K ﹤0.01%
5,225
1070
$106K ﹤0.01%
3,852
1071
$106K ﹤0.01%
344
1072
$106K ﹤0.01%
1,286
1073
$105K ﹤0.01%
1,641
1074
$104K ﹤0.01%
877
1075
$104K ﹤0.01%
1,302
41 42
43
44 45