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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
1976
$11K ﹤0.01%
1,120
1977
$11K ﹤0.01%
150
1978
$11K ﹤0.01%
1,105
1979
$11K ﹤0.01%
297
1980
$10K ﹤0.01%
250
1981
$10K ﹤0.01%
225
1982
$10K ﹤0.01%
500
1983
$10K ﹤0.01%
1,025
1984
$10K ﹤0.01%
134
1985
$10K ﹤0.01%
104
1986
$10K ﹤0.01%
137
1987
$10K ﹤0.01%
861
1988
$10K ﹤0.01%
189
1989
$10K ﹤0.01%
1,480
1990
$10K ﹤0.01%
400
1991
$10K ﹤0.01%
535
1992
$10K ﹤0.01%
237
1993
$10K ﹤0.01%
460
1994
$10K ﹤0.01%
584
1995
$10K ﹤0.01%
104
1996
$10K ﹤0.01%
20
1997
$10K ﹤0.01%
210
1998
$10K ﹤0.01%
342
1999
$10K ﹤0.01%
47
2000
$10K ﹤0.01%
238