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
2076
$8K ﹤0.01%
626
2077
$8K ﹤0.01%
178
2078
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454
2079
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79
2080
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66
2081
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420
2082
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453
2083
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109
2084
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521
2085
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2086
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301
2087
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390
2088
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2
2089
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100
2090
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656
2091
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603
2092
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2093
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2094
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2095
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2096
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7
2097
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278
2098
$8K ﹤0.01%
+150
2099
$8K ﹤0.01%
400
2100
$8K ﹤0.01%
23