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
1326
$51K ﹤0.01%
790
1327
$51K ﹤0.01%
2,741
1328
$51K ﹤0.01%
711
1329
$50K ﹤0.01%
3,983
1330
$50K ﹤0.01%
580
1331
$50K ﹤0.01%
4,742
1332
$50K ﹤0.01%
2,791
1333
$50K ﹤0.01%
805
1334
$50K ﹤0.01%
527
1335
$50K ﹤0.01%
2,962
1336
$50K ﹤0.01%
5,350
1337
$50K ﹤0.01%
1,039
1338
$50K ﹤0.01%
1,530
1339
$50K ﹤0.01%
1,009
1340
$49K ﹤0.01%
707
1341
$49K ﹤0.01%
1,474
1342
$49K ﹤0.01%
999
1343
$49K ﹤0.01%
337
1344
$49K ﹤0.01%
464
1345
$49K ﹤0.01%
732
1346
$49K ﹤0.01%
1,901
1347
$49K ﹤0.01%
75
1348
$49K ﹤0.01%
1,008
1349
$49K ﹤0.01%
247
1350
$49K ﹤0.01%
2,677
52 53
54
55 56