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
1301
$55K ﹤0.01%
4,031
1302
$55K ﹤0.01%
839
1303
$55K ﹤0.01%
1,234
1304
$55K ﹤0.01%
581
1305
$55K ﹤0.01%
625
1306
$55K ﹤0.01%
1,667
1307
$55K ﹤0.01%
5,185
1308
$54K ﹤0.01%
3,413
1309
$54K ﹤0.01%
241
1310
$54K ﹤0.01%
609
1311
$54K ﹤0.01%
293
1312
$53K ﹤0.01%
536
1313
$53K ﹤0.01%
850
1314
$53K ﹤0.01%
1,417
1315
$53K ﹤0.01%
252
1316
$53K ﹤0.01%
2,553
1317
$53K ﹤0.01%
758
1318
$53K ﹤0.01%
2,262
1319
$52K ﹤0.01%
6,300
1320
$52K ﹤0.01%
1,991
1321
$52K ﹤0.01%
1,166
1322
$52K ﹤0.01%
298
1323
$52K ﹤0.01%
1,250
1324
$52K ﹤0.01%
390
1325
$51K ﹤0.01%
908
51 52
53
54 55