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
1451
$38K ﹤0.01%
986
1452
$38K ﹤0.01%
917
1453
$38K ﹤0.01%
1,857
1454
$38K ﹤0.01%
2,000
1455
$37K ﹤0.01%
989
1456
$37K ﹤0.01%
3,620
1457
$37K ﹤0.01%
169
1458
$37K ﹤0.01%
2,934
1459
$37K ﹤0.01%
957
1460
$37K ﹤0.01%
177
1461
$37K ﹤0.01%
788
1462
$36K ﹤0.01%
1,027
1463
$36K ﹤0.01%
362
1464
$36K ﹤0.01%
477
1465
$36K ﹤0.01%
481
1466
$36K ﹤0.01%
2,327
1467
$36K ﹤0.01%
381
1468
$36K ﹤0.01%
2,465
1469
$36K ﹤0.01%
608
1470
$36K ﹤0.01%
2,400
1471
$36K ﹤0.01%
230
1472
$36K ﹤0.01%
700
1473
$36K ﹤0.01%
127
1474
$36K ﹤0.01%
156
1475
$36K ﹤0.01%
1,415
57 58
59
60 61