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
1976
$11K ﹤0.01%
164
1977
$11K ﹤0.01%
1,199
1978
$11K ﹤0.01%
725
1979
$11K ﹤0.01%
296
1980
$10K ﹤0.01%
500
1981
$10K ﹤0.01%
250
1982
$10K ﹤0.01%
225
1983
$10K ﹤0.01%
500
1984
$10K ﹤0.01%
1,025
1985
$10K ﹤0.01%
134
1986
$10K ﹤0.01%
104
1987
$10K ﹤0.01%
137
1988
$10K ﹤0.01%
861
1989
$10K ﹤0.01%
189
1990
$10K ﹤0.01%
1,480
1991
$10K ﹤0.01%
400
1992
$10K ﹤0.01%
535
1993
$10K ﹤0.01%
237
1994
$10K ﹤0.01%
460
1995
$10K ﹤0.01%
584
1996
$10K ﹤0.01%
104
1997
$10K ﹤0.01%
20
1998
$10K ﹤0.01%
210
1999
$10K ﹤0.01%
342
2000
$10K ﹤0.01%
47
78 79
80
81 82