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
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%
327
1781
$17K ﹤0.01%
200
1782
$17K ﹤0.01%
782
1783
$17K ﹤0.01%
108
1784
$17K ﹤0.01%
840
1785
$17K ﹤0.01%
735
1786
$17K ﹤0.01%
1,650
1787
$17K ﹤0.01%
679
1788
$17K ﹤0.01%
260
1789
$17K ﹤0.01%
236
1790
$17K ﹤0.01%
+150
1791
$17K ﹤0.01%
126
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