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
1476
$36K ﹤0.01%
676
1477
$36K ﹤0.01%
2,333
1478
$35K ﹤0.01%
362
1479
$35K ﹤0.01%
1,073
1480
$35K ﹤0.01%
344
1481
$35K ﹤0.01%
555
1482
$35K ﹤0.01%
193
1483
$34K ﹤0.01%
250
1484
$34K ﹤0.01%
+906
1485
$34K ﹤0.01%
282
1486
$34K ﹤0.01%
1,566
1487
$34K ﹤0.01%
2,030
1488
$34K ﹤0.01%
196
1489
$34K ﹤0.01%
90
1490
$34K ﹤0.01%
138
1491
$33K ﹤0.01%
433
1492
$33K ﹤0.01%
334
1493
$33K ﹤0.01%
946
1494
$33K ﹤0.01%
363
1495
$33K ﹤0.01%
1,969
1496
$33K ﹤0.01%
637
1497
$33K ﹤0.01%
492
1498
$33K ﹤0.01%
786
1499
$33K ﹤0.01%
134
1500
$33K ﹤0.01%
457
58 59
60
61 62