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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
2251
$5K ﹤0.01%
32
2252
$5K ﹤0.01%
26
2253
$5K ﹤0.01%
101
2254
$5K ﹤0.01%
100
2255
$5K ﹤0.01%
78
2256
$5K ﹤0.01%
16
2257
$5K ﹤0.01%
234
2258
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2259
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300
2260
$5K ﹤0.01%
36
2261
$5K ﹤0.01%
400
2262
$5K ﹤0.01%
144
2263
$4K ﹤0.01%
40
2264
$4K ﹤0.01%
19
2265
$4K ﹤0.01%
152
2266
$4K ﹤0.01%
138
2267
$4K ﹤0.01%
21
2268
$4K ﹤0.01%
214
2269
$4K ﹤0.01%
48
2270
$4K ﹤0.01%
218
2271
$4K ﹤0.01%
600
2272
$4K ﹤0.01%
17
2273
$4K ﹤0.01%
102
2274
$4K ﹤0.01%
37
2275
$4K ﹤0.01%
77