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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
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
3,025
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$1.05M
3 +$887K
4
HERO icon
Global X Video Games & Esports ETF
HERO
+$167K
5
PGNY icon
Progyny
PGNY
+$80.9K

Top Sells

1 +$28.4M
2 +$347K
3 +$38.9K
4
ELS icon
Equity Lifestyle Properties
ELS
+$26.4K
5
FGBI icon
First Guaranty Bancshares
FGBI
+$21.4K

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
1526
$31K ﹤0.01%
608
1527
$31K ﹤0.01%
1,729
1528
$31K ﹤0.01%
2,182
1529
$31K ﹤0.01%
572
1530
$31K ﹤0.01%
387
1531
$31K ﹤0.01%
539
1532
$31K ﹤0.01%
194
1533
$31K ﹤0.01%
936
1534
$31K ﹤0.01%
1,342
1535
$31K ﹤0.01%
1,538
1536
$30K ﹤0.01%
1,660
1537
$30K ﹤0.01%
990
1538
$30K ﹤0.01%
1,785
1539
$30K ﹤0.01%
200
1540
$30K ﹤0.01%
633
1541
$30K ﹤0.01%
1,550
1542
$30K ﹤0.01%
745
1543
$30K ﹤0.01%
1,561
1544
$30K ﹤0.01%
1,236
1545
$30K ﹤0.01%
361
1546
$30K ﹤0.01%
1,220
1547
$30K ﹤0.01%
454
1548
$30K ﹤0.01%
1,097
1549
$29K ﹤0.01%
916
1550
$29K ﹤0.01%
766