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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
1176
$76K ﹤0.01%
2,298
1177
$76K ﹤0.01%
1,676
1178
$76K ﹤0.01%
3,094
1179
$76K ﹤0.01%
3,038
1180
$76K ﹤0.01%
6,173
1181
$76K ﹤0.01%
1,140
1182
$76K ﹤0.01%
4,041
1183
$76K ﹤0.01%
1,218
1184
$75K ﹤0.01%
3,713
1185
$75K ﹤0.01%
10,543
1186
$75K ﹤0.01%
2,448
1187
$75K ﹤0.01%
665
1188
$74K ﹤0.01%
560
1189
$74K ﹤0.01%
1,768
1190
$74K ﹤0.01%
4,437
1191
$74K ﹤0.01%
1,352
1192
$74K ﹤0.01%
255
1193
$73K ﹤0.01%
4,105
1194
$73K ﹤0.01%
6,088
1195
$73K ﹤0.01%
702
1196
$73K ﹤0.01%
4,271
1197
$72K ﹤0.01%
1,773
1198
$72K ﹤0.01%
1,554
1199
$72K ﹤0.01%
700
1200
$71K ﹤0.01%
2,098
46 47
48
49 50