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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
2301
$4K ﹤0.01%
158
2302
$4K ﹤0.01%
60
2303
$4K ﹤0.01%
64
2304
$4K ﹤0.01%
21
2305
$4K ﹤0.01%
14
2306
$4K ﹤0.01%
282
2307
$4K ﹤0.01%
670
2308
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2309
$4K ﹤0.01%
32
2310
$4K ﹤0.01%
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2311
$4K ﹤0.01%
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2312
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2313
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2314
$4K ﹤0.01%
168
2315
$4K ﹤0.01%
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2316
$4K ﹤0.01%
102
2317
$4K ﹤0.01%
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2318
$4K ﹤0.01%
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2319
$4K ﹤0.01%
33
2320
$4K ﹤0.01%
400
2321
$4K ﹤0.01%
135
2322
$4K ﹤0.01%
36
2323
$4K ﹤0.01%
56
2324
$4K ﹤0.01%
81
2325
$4K ﹤0.01%
119