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
1501
$33K ﹤0.01%
582
1502
$33K ﹤0.01%
1,000
1503
$32K ﹤0.01%
561
1504
$32K ﹤0.01%
532
1505
$32K ﹤0.01%
275
1506
$32K ﹤0.01%
684
1507
$32K ﹤0.01%
445
1508
$32K ﹤0.01%
438
1509
$32K ﹤0.01%
136
1510
$32K ﹤0.01%
995
1511
$32K ﹤0.01%
98
1512
$32K ﹤0.01%
896
1513
$32K ﹤0.01%
1,325
1514
$32K ﹤0.01%
354
1515
$32K ﹤0.01%
477
1516
$32K ﹤0.01%
1,142
1517
$32K ﹤0.01%
1,792
1518
$32K ﹤0.01%
518
1519
$32K ﹤0.01%
383
1520
$32K ﹤0.01%
147
1521
$32K ﹤0.01%
265
1522
$31K ﹤0.01%
287
1523
$31K ﹤0.01%
836
1524
$31K ﹤0.01%
1,079
1525
$31K ﹤0.01%
629