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
2226
$5K ﹤0.01%
139
2227
$5K ﹤0.01%
2,048
2228
$5K ﹤0.01%
300
2229
$5K ﹤0.01%
324
2230
$5K ﹤0.01%
300
2231
$5K ﹤0.01%
125
2232
$5K ﹤0.01%
100
2233
$5K ﹤0.01%
796
2234
$5K ﹤0.01%
94
2235
$5K ﹤0.01%
112
2236
$5K ﹤0.01%
66
2237
$5K ﹤0.01%
600
2238
$5K ﹤0.01%
70
2239
$5K ﹤0.01%
72
2240
$5K ﹤0.01%
200
2241
$5K ﹤0.01%
384
2242
$5K ﹤0.01%
500
2243
$5K ﹤0.01%
477
2244
$5K ﹤0.01%
85
2245
$5K ﹤0.01%
93
2246
$5K ﹤0.01%
34
2247
$5K ﹤0.01%
32
2248
$5K ﹤0.01%
26
2249
$5K ﹤0.01%
101
2250
$5K ﹤0.01%
100