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
1426
$40K ﹤0.01%
1,294
1427
$40K ﹤0.01%
817
1428
$39K ﹤0.01%
2,098
1429
$39K ﹤0.01%
1,160
1430
$39K ﹤0.01%
197
1431
$39K ﹤0.01%
+758
1432
$39K ﹤0.01%
1,037
1433
$39K ﹤0.01%
1,049
1434
$39K ﹤0.01%
189
1435
$39K ﹤0.01%
1,545
1436
$38K ﹤0.01%
1,493
1437
$38K ﹤0.01%
325
1438
$38K ﹤0.01%
67
1439
$38K ﹤0.01%
979
1440
$38K ﹤0.01%
449
1441
$38K ﹤0.01%
633
1442
$38K ﹤0.01%
1,548
1443
$38K ﹤0.01%
4,408
1444
$38K ﹤0.01%
1,243
1445
$38K ﹤0.01%
360
1446
$38K ﹤0.01%
818
1447
$38K ﹤0.01%
1,281
1448
$38K ﹤0.01%
284
1449
$38K ﹤0.01%
903
1450
$38K ﹤0.01%
385
56 57
58
59 60