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
2176
$6K ﹤0.01%
355
2177
$6K ﹤0.01%
329
2178
$6K ﹤0.01%
85
2179
$6K ﹤0.01%
134
2180
$6K ﹤0.01%
34
2181
$6K ﹤0.01%
100
2182
$6K ﹤0.01%
5
2183
$6K ﹤0.01%
67
2184
$6K ﹤0.01%
241
2185
$6K ﹤0.01%
60
2186
$6K ﹤0.01%
40
2187
$6K ﹤0.01%
+60
2188
$6K ﹤0.01%
250
2189
$6K ﹤0.01%
334
2190
$6K ﹤0.01%
76
2191
$6K ﹤0.01%
393
2192
$6K ﹤0.01%
120
2193
$6K ﹤0.01%
53
2194
$6K ﹤0.01%
99
2195
$6K ﹤0.01%
108
2196
$6K ﹤0.01%
26
2197
$6K ﹤0.01%
196
2198
$6K ﹤0.01%
79
2199
$6K ﹤0.01%
5
2200
$6K ﹤0.01%
22