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
1801
$16K ﹤0.01%
181
1802
$16K ﹤0.01%
745
1803
$16K ﹤0.01%
120
1804
$16K ﹤0.01%
112
1805
$16K ﹤0.01%
312
1806
$16K ﹤0.01%
360
1807
$16K ﹤0.01%
2,002
1808
$16K ﹤0.01%
657
1809
$16K ﹤0.01%
166
1810
$16K ﹤0.01%
731
1811
$16K ﹤0.01%
1,731
1812
$16K ﹤0.01%
529
1813
$16K ﹤0.01%
198
1814
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489
1815
$16K ﹤0.01%
612
1816
$16K ﹤0.01%
30
1817
$16K ﹤0.01%
334
1818
$16K ﹤0.01%
4,108
1819
$15K ﹤0.01%
967
1820
$15K ﹤0.01%
2,000
1821
$15K ﹤0.01%
401
1822
$15K ﹤0.01%
162
1823
$15K ﹤0.01%
194
1824
$15K ﹤0.01%
148
1825
$15K ﹤0.01%
569