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
1926
$12K ﹤0.01%
592
1927
$12K ﹤0.01%
719
1928
$12K ﹤0.01%
18
1929
$12K ﹤0.01%
194
1930
$12K ﹤0.01%
1,000
1931
$12K ﹤0.01%
244
1932
$12K ﹤0.01%
90
1933
$12K ﹤0.01%
480
1934
$12K ﹤0.01%
73
1935
$12K ﹤0.01%
442
1936
$12K ﹤0.01%
595
1937
$12K ﹤0.01%
235
1938
$12K ﹤0.01%
130
1939
$12K ﹤0.01%
62
1940
$12K ﹤0.01%
2,000
1941
$12K ﹤0.01%
375
1942
$11K ﹤0.01%
728
1943
$11K ﹤0.01%
1,500
1944
$11K ﹤0.01%
305
1945
$11K ﹤0.01%
230
1946
$11K ﹤0.01%
1,124
1947
$11K ﹤0.01%
204
1948
$11K ﹤0.01%
765
1949
$11K ﹤0.01%
95
1950
$11K ﹤0.01%
328