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
1201
$71K ﹤0.01%
293
1202
$71K ﹤0.01%
3,392
1203
$71K ﹤0.01%
1,948
1204
$71K ﹤0.01%
815
1205
$70K ﹤0.01%
745
1206
$70K ﹤0.01%
153
1207
$70K ﹤0.01%
1,443
1208
$70K ﹤0.01%
100
1209
$70K ﹤0.01%
1,816
1210
$70K ﹤0.01%
2,626
1211
$70K ﹤0.01%
539
1212
$69K ﹤0.01%
2,228
1213
$69K ﹤0.01%
3,364
1214
$68K ﹤0.01%
3,649
1215
$68K ﹤0.01%
789
1216
$68K ﹤0.01%
5,916
1217
$68K ﹤0.01%
1,147
1218
$67K ﹤0.01%
840
1219
$67K ﹤0.01%
1,205
1220
$67K ﹤0.01%
521
1221
$67K ﹤0.01%
1,117
1222
$67K ﹤0.01%
266
1223
$67K ﹤0.01%
326
1224
$67K ﹤0.01%
700
1225
$66K ﹤0.01%
2,071
47 48
49
50 51