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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
1601
$25K ﹤0.01%
400
1602
$25K ﹤0.01%
1,362
1603
$25K ﹤0.01%
111
1604
$25K ﹤0.01%
241
1605
$25K ﹤0.01%
200
1606
$25K ﹤0.01%
579
1607
$25K ﹤0.01%
1,517
1608
$25K ﹤0.01%
661
1609
$25K ﹤0.01%
517
1610
$25K ﹤0.01%
254
1611
$25K ﹤0.01%
909
1612
$25K ﹤0.01%
1,143
1613
$25K ﹤0.01%
1,098
1614
$25K ﹤0.01%
495
1615
$25K ﹤0.01%
1,096
1616
$25K ﹤0.01%
258
1617
$24K ﹤0.01%
263
1618
$24K ﹤0.01%
1,116
1619
$24K ﹤0.01%
904
1620
$24K ﹤0.01%
159
1621
$24K ﹤0.01%
906
1622
$24K ﹤0.01%
292
1623
$24K ﹤0.01%
525
1624
$24K ﹤0.01%
243
1625
$24K ﹤0.01%
381