We are live on ! Find out more
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
2176
$6K ﹤0.01%
54
2177
$6K ﹤0.01%
125
2178
$6K ﹤0.01%
355
2179
$6K ﹤0.01%
329
2180
$6K ﹤0.01%
85
2181
$6K ﹤0.01%
302
2182
$6K ﹤0.01%
134
2183
$6K ﹤0.01%
34
2184
$6K ﹤0.01%
100
2185
$6K ﹤0.01%
5
2186
$6K ﹤0.01%
67
2187
$6K ﹤0.01%
241
2188
$6K ﹤0.01%
60
2189
$6K ﹤0.01%
40
2190
$6K ﹤0.01%
+60
2191
$6K ﹤0.01%
250
2192
$6K ﹤0.01%
334
2193
$6K ﹤0.01%
76
2194
$6K ﹤0.01%
393
2195
$6K ﹤0.01%
120
2196
$6K ﹤0.01%
53
2197
$6K ﹤0.01%
99
2198
$6K ﹤0.01%
108
2199
$6K ﹤0.01%
26
2200
$6K ﹤0.01%
196