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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
2026
$9K ﹤0.01%
1,000
2027
$9K ﹤0.01%
80
2028
$9K ﹤0.01%
21
2029
$9K ﹤0.01%
124
2030
$9K ﹤0.01%
135
2031
$9K ﹤0.01%
138
2032
$9K ﹤0.01%
194
2033
$9K ﹤0.01%
1,000
2034
$9K ﹤0.01%
125
2035
$9K ﹤0.01%
168
2036
$9K ﹤0.01%
80
2037
$9K ﹤0.01%
224
2038
$9K ﹤0.01%
634
2039
$9K ﹤0.01%
93
2040
$9K ﹤0.01%
300
2041
$9K ﹤0.01%
334
2042
$9K ﹤0.01%
233
2043
$9K ﹤0.01%
700
2044
$9K ﹤0.01%
113
2045
$9K ﹤0.01%
269
2046
$9K ﹤0.01%
234
2047
$9K ﹤0.01%
330
2048
$9K ﹤0.01%
200
2049
$9K ﹤0.01%
426
2050
$9K ﹤0.01%
138