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
1651
$23K ﹤0.01%
73
1652
$23K ﹤0.01%
758
1653
$23K ﹤0.01%
1,000
1654
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1,000
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$23K ﹤0.01%
601
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$23K ﹤0.01%
723
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$23K ﹤0.01%
589
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$22K ﹤0.01%
433
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$22K ﹤0.01%
350
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$22K ﹤0.01%
300
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$22K ﹤0.01%
872
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$22K ﹤0.01%
524
1664
$22K ﹤0.01%
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$22K ﹤0.01%
814
1666
$22K ﹤0.01%
105
1667
$22K ﹤0.01%
332
1668
$22K ﹤0.01%
1,934
1669
$22K ﹤0.01%
23
1670
$22K ﹤0.01%
265
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$22K ﹤0.01%
258
1672
$22K ﹤0.01%
468
1673
$22K ﹤0.01%
1,290
1674
$22K ﹤0.01%
675
1675
$22K ﹤0.01%
856