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
2051
$9K ﹤0.01%
87
2052
$9K ﹤0.01%
309
2053
$9K ﹤0.01%
602
2054
$9K ﹤0.01%
187
2055
$9K ﹤0.01%
1,150
2056
$9K ﹤0.01%
581
2057
$8K ﹤0.01%
300
2058
$8K ﹤0.01%
188
2059
$8K ﹤0.01%
174
2060
$8K ﹤0.01%
175
2061
$8K ﹤0.01%
117
2062
$8K ﹤0.01%
113
2063
$8K ﹤0.01%
108
2064
$8K ﹤0.01%
462
2065
$8K ﹤0.01%
250
2066
$8K ﹤0.01%
100
2067
$8K ﹤0.01%
269
2068
$8K ﹤0.01%
50
2069
$8K ﹤0.01%
225
2070
$8K ﹤0.01%
442
2071
$8K ﹤0.01%
500
2072
$8K ﹤0.01%
122
2073
$8K ﹤0.01%
201
2074
$8K ﹤0.01%
86
2075
$8K ﹤0.01%
121