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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
2001
$10K ﹤0.01%
154
2002
$10K ﹤0.01%
333
2003
$10K ﹤0.01%
64
2004
$10K ﹤0.01%
111
2005
$10K ﹤0.01%
287
2006
$10K ﹤0.01%
2,265
2007
$10K ﹤0.01%
470
2008
$10K ﹤0.01%
10
2009
$10K ﹤0.01%
2,613
2010
$10K ﹤0.01%
81
2011
$10K ﹤0.01%
121
2012
$10K ﹤0.01%
56
2013
$10K ﹤0.01%
462
2014
$10K ﹤0.01%
72
2015
$10K ﹤0.01%
196
2016
$10K ﹤0.01%
2,550
2017
$10K ﹤0.01%
324
2018
$10K ﹤0.01%
165
2019
$10K ﹤0.01%
407
2020
$10K ﹤0.01%
704
2021
$10K ﹤0.01%
253
2022
$10K ﹤0.01%
70
2023
$10K ﹤0.01%
529
2024
$10K ﹤0.01%
500
2025
$9K ﹤0.01%
325
79 80
81
82 83