We are live on ! Find out more
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
1901
$13K ﹤0.01%
1,829
1902
$13K ﹤0.01%
1,569
1903
$13K ﹤0.01%
130
1904
$13K ﹤0.01%
688
1905
$13K ﹤0.01%
200
1906
$13K ﹤0.01%
455
1907
$13K ﹤0.01%
200
1908
$13K ﹤0.01%
243
1909
$13K ﹤0.01%
330
1910
$13K ﹤0.01%
471
1911
$13K ﹤0.01%
701
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%
18
1921
$12K ﹤0.01%
194
1922
$12K ﹤0.01%
1,000
1923
$12K ﹤0.01%
244
1924
$12K ﹤0.01%
90
1925
$12K ﹤0.01%
480