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
1226
$66K ﹤0.01%
1,114
1227
$66K ﹤0.01%
908
1228
$66K ﹤0.01%
2,316
1229
$66K ﹤0.01%
2,648
1230
$66K ﹤0.01%
486
1231
$66K ﹤0.01%
4,169
1232
$66K ﹤0.01%
11,949
1233
$65K ﹤0.01%
1,778
1234
$65K ﹤0.01%
1,734
1235
$65K ﹤0.01%
484
1236
$64K ﹤0.01%
5,660
1237
$64K ﹤0.01%
562
1238
$64K ﹤0.01%
633
1239
$64K ﹤0.01%
1,448
1240
$63K ﹤0.01%
1,333
1241
$63K ﹤0.01%
547
1242
$63K ﹤0.01%
1,109
1243
$63K ﹤0.01%
931
1244
$63K ﹤0.01%
1,453
1245
$63K ﹤0.01%
1,456
1246
$63K ﹤0.01%
242
1247
$62K ﹤0.01%
894
1248
$62K ﹤0.01%
1,140
1249
$62K ﹤0.01%
1,199
1250
$62K ﹤0.01%
2,147
48 49
50
51 52