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
1251
$62K ﹤0.01%
7,320
1252
$62K ﹤0.01%
6,546
1253
$62K ﹤0.01%
867
1254
$61K ﹤0.01%
2,688
1255
$61K ﹤0.01%
1,536
1256
$61K ﹤0.01%
238
1257
$61K ﹤0.01%
341
1258
$61K ﹤0.01%
251
1259
$60K ﹤0.01%
1,147
1260
$60K ﹤0.01%
1,218
1261
$60K ﹤0.01%
928
1262
$59K ﹤0.01%
286
1263
$59K ﹤0.01%
706
1264
$59K ﹤0.01%
2,975
1265
$59K ﹤0.01%
2,092
1266
$59K ﹤0.01%
555
1267
$59K ﹤0.01%
541
1268
$59K ﹤0.01%
2,389
1269
$58K ﹤0.01%
602
1270
$58K ﹤0.01%
124
1271
$58K ﹤0.01%
904
1272
$58K ﹤0.01%
5,489
1273
$58K ﹤0.01%
319
1274
$57K ﹤0.01%
5,635
1275
$57K ﹤0.01%
1,719
49 50
51
52 53