We are live on ! Find out more
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
1576
$27K ﹤0.01%
827
1577
$27K ﹤0.01%
1,181
1578
$27K ﹤0.01%
235
1579
$27K ﹤0.01%
500
1580
$27K ﹤0.01%
1,500
1581
$27K ﹤0.01%
1,255
1582
$27K ﹤0.01%
485
1583
$27K ﹤0.01%
2,007
1584
$27K ﹤0.01%
1,038
1585
$27K ﹤0.01%
143
1586
$27K ﹤0.01%
1,205
1587
$27K ﹤0.01%
1,784
1588
$26K ﹤0.01%
202
1589
$26K ﹤0.01%
168
1590
$26K ﹤0.01%
198
1591
$26K ﹤0.01%
954
1592
$26K ﹤0.01%
773
1593
$26K ﹤0.01%
624
1594
$26K ﹤0.01%
253
1595
$26K ﹤0.01%
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