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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
1651
$23K ﹤0.01%
851
1652
$23K ﹤0.01%
73
1653
$23K ﹤0.01%
758
1654
$23K ﹤0.01%
1,000
1655
$23K ﹤0.01%
147
1656
$23K ﹤0.01%
1,000
1657
$23K ﹤0.01%
601
1658
$23K ﹤0.01%
723
1659
$22K ﹤0.01%
433
1660
$22K ﹤0.01%
350
1661
$22K ﹤0.01%
524
1662
$22K ﹤0.01%
153
1663
$22K ﹤0.01%
814
1664
$22K ﹤0.01%
105
1665
$22K ﹤0.01%
332
1666
$22K ﹤0.01%
1,934
1667
$22K ﹤0.01%
23
1668
$22K ﹤0.01%
265
1669
$22K ﹤0.01%
258
1670
$22K ﹤0.01%
468
1671
$22K ﹤0.01%
1,290
1672
$22K ﹤0.01%
675
1673
$22K ﹤0.01%
856
1674
$22K ﹤0.01%
1,056
1675
$22K ﹤0.01%
109