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
1951
$11K ﹤0.01%
140
1952
$11K ﹤0.01%
487
1953
$11K ﹤0.01%
850
1954
$11K ﹤0.01%
616
1955
$11K ﹤0.01%
656
1956
$11K ﹤0.01%
191
1957
$11K ﹤0.01%
209
1958
$11K ﹤0.01%
346
1959
$11K ﹤0.01%
105
1960
$11K ﹤0.01%
1,558
1961
$11K ﹤0.01%
88
1962
$11K ﹤0.01%
184
1963
$11K ﹤0.01%
663
1964
$11K ﹤0.01%
300
1965
$11K ﹤0.01%
73
1966
$11K ﹤0.01%
600
1967
$11K ﹤0.01%
112
1968
$11K ﹤0.01%
150
1969
$11K ﹤0.01%
1,105
1970
$11K ﹤0.01%
297
1971
$11K ﹤0.01%
6
1972
$11K ﹤0.01%
380
1973
$11K ﹤0.01%
29
1974
$11K ﹤0.01%
159
1975
$11K ﹤0.01%
62
77 78
79
80 81