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
1901
$13K ﹤0.01%
688
1902
$13K ﹤0.01%
200
1903
$13K ﹤0.01%
455
1904
$13K ﹤0.01%
200
1905
$13K ﹤0.01%
243
1906
$13K ﹤0.01%
126
1907
$13K ﹤0.01%
330
1908
$13K ﹤0.01%
558
1909
$13K ﹤0.01%
471
1910
$13K ﹤0.01%
701
1911
$13K ﹤0.01%
130
1912
$12K ﹤0.01%
50
1913
$12K ﹤0.01%
70
1914
$12K ﹤0.01%
1,377
1915
$12K ﹤0.01%
366
1916
$12K ﹤0.01%
156
1917
$12K ﹤0.01%
928
1918
$12K ﹤0.01%
404
1919
$12K ﹤0.01%
46
1920
$12K ﹤0.01%
231
1921
$12K ﹤0.01%
86
1922
$12K ﹤0.01%
1,000
1923
$12K ﹤0.01%
443
1924
$12K ﹤0.01%
273
1925
$12K ﹤0.01%
450
75 76
77
78 79