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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
1726
$19K ﹤0.01%
8,410
1727
$19K ﹤0.01%
200
1728
$19K ﹤0.01%
300
1729
$19K ﹤0.01%
683
1730
$19K ﹤0.01%
579
1731
$19K ﹤0.01%
1,000
1732
$19K ﹤0.01%
100
1733
$19K ﹤0.01%
499
1734
$19K ﹤0.01%
380
1735
$19K ﹤0.01%
126
1736
$19K ﹤0.01%
1,103
1737
$19K ﹤0.01%
350
1738
$19K ﹤0.01%
347
1739
$19K ﹤0.01%
700
1740
$18K ﹤0.01%
469
1741
$18K ﹤0.01%
208
1742
$18K ﹤0.01%
294
1743
$18K ﹤0.01%
181
1744
$18K ﹤0.01%
286
1745
$18K ﹤0.01%
201
1746
$18K ﹤0.01%
202
1747
$18K ﹤0.01%
547
1748
$18K ﹤0.01%
300
1749
$18K ﹤0.01%
105
1750
$18K ﹤0.01%
87