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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
1751
$18K ﹤0.01%
1,800
1752
$18K ﹤0.01%
296
1753
$18K ﹤0.01%
920
1754
$18K ﹤0.01%
58
1755
$18K ﹤0.01%
524
1756
0
1757
$18K ﹤0.01%
167
1758
$18K ﹤0.01%
1,002
1759
$18K ﹤0.01%
1,000
1760
$18K ﹤0.01%
1,205
1761
$18K ﹤0.01%
481
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$18K ﹤0.01%
1,000
1763
$18K ﹤0.01%
795
1764
$17K ﹤0.01%
221
1765
$17K ﹤0.01%
1,052
1766
$17K ﹤0.01%
1,208
1767
$17K ﹤0.01%
181
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$17K ﹤0.01%
228
1769
$17K ﹤0.01%
26
1770
$17K ﹤0.01%
94
1771
$17K ﹤0.01%
263
1772
$17K ﹤0.01%
376
1773
$17K ﹤0.01%
534
1774
$17K ﹤0.01%
434
1775
$17K ﹤0.01%
267