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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
1776
$17K ﹤0.01%
203
1777
$17K ﹤0.01%
281
1778
$17K ﹤0.01%
1,554
1779
$17K ﹤0.01%
1,050
1780
$17K ﹤0.01%
200
1781
$17K ﹤0.01%
782
1782
$17K ﹤0.01%
108
1783
$17K ﹤0.01%
840
1784
$17K ﹤0.01%
735
1785
$17K ﹤0.01%
1,650
1786
$17K ﹤0.01%
679
1787
$17K ﹤0.01%
260
1788
$17K ﹤0.01%
236
1789
$17K ﹤0.01%
+150
1790
$17K ﹤0.01%
126
1791
$17K ﹤0.01%
327
1792
$16K ﹤0.01%
213
1793
$16K ﹤0.01%
950
1794
$16K ﹤0.01%
300
1795
$16K ﹤0.01%
593
1796
$16K ﹤0.01%
108
1797
$16K ﹤0.01%
502
1798
$16K ﹤0.01%
775
1799
$16K ﹤0.01%
53
1800
$16K ﹤0.01%
95