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
1276
$57K ﹤0.01%
1,251
1277
$57K ﹤0.01%
1,269
1278
$57K ﹤0.01%
3,881
1279
$57K ﹤0.01%
649
1280
$57K ﹤0.01%
341
1281
$57K ﹤0.01%
2,285
1282
$57K ﹤0.01%
157
1283
$57K ﹤0.01%
126
1284
$57K ﹤0.01%
625
1285
$57K ﹤0.01%
3,724
1286
$56K ﹤0.01%
3,323
1287
$56K ﹤0.01%
614
1288
$56K ﹤0.01%
152
1289
$56K ﹤0.01%
934
1290
$56K ﹤0.01%
2,095
1291
$56K ﹤0.01%
1,306
1292
$56K ﹤0.01%
435
1293
$56K ﹤0.01%
791
1294
$56K ﹤0.01%
328
1295
$56K ﹤0.01%
320
1296
$55K ﹤0.01%
249
1297
$55K ﹤0.01%
2,433
1298
$55K ﹤0.01%
2,930
1299
$55K ﹤0.01%
1,992
1300
$55K ﹤0.01%
998
50 51
52
53 54