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
1126
$89K ﹤0.01%
5,328
1127
$89K ﹤0.01%
829
1128
$89K ﹤0.01%
2,091
1129
$89K ﹤0.01%
1,661
1130
$89K ﹤0.01%
512
1131
$88K ﹤0.01%
1,450
1132
$88K ﹤0.01%
1,263
1133
$87K ﹤0.01%
15,691
1134
$87K ﹤0.01%
12,841
1135
$87K ﹤0.01%
4,208
1136
$87K ﹤0.01%
1,182
1137
$86K ﹤0.01%
148
1138
$86K ﹤0.01%
1,942
1139
$85K ﹤0.01%
4,677
1140
$85K ﹤0.01%
9,725
1141
$85K ﹤0.01%
2,270
1142
$84K ﹤0.01%
492
1143
$84K ﹤0.01%
686
1144
$84K ﹤0.01%
211
1145
$83K ﹤0.01%
1,368
1146
$83K ﹤0.01%
1,134
1147
$83K ﹤0.01%
5,184
1148
$83K ﹤0.01%
519
1149
$82K ﹤0.01%
1,934
1150
$82K ﹤0.01%
2,487
44 45
46
47 48