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
1576
$27K ﹤0.01%
235
1577
$27K ﹤0.01%
500
1578
$27K ﹤0.01%
1,500
1579
$27K ﹤0.01%
1,255
1580
$27K ﹤0.01%
2,007
1581
$27K ﹤0.01%
1,038
1582
$27K ﹤0.01%
143
1583
$27K ﹤0.01%
1,205
1584
$27K ﹤0.01%
1,784
1585
$27K ﹤0.01%
433
1586
$27K ﹤0.01%
827
1587
$27K ﹤0.01%
485
1588
$26K ﹤0.01%
202
1589
$26K ﹤0.01%
168
1590
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198
1591
$26K ﹤0.01%
954
1592
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773
1593
$26K ﹤0.01%
624
1594
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253
1595
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779
1596
$26K ﹤0.01%
401
1597
$26K ﹤0.01%
429
1598
$26K ﹤0.01%
530
1599
$26K ﹤0.01%
781
1600
$26K ﹤0.01%
388
62 63
64
65 66