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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
2326
$4K ﹤0.01%
40
2327
$4K ﹤0.01%
100
2328
$4K ﹤0.01%
263
2329
$4K ﹤0.01%
157
2330
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2331
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2332
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2333
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2334
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27
2335
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2336
$4K ﹤0.01%
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2337
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2338
$4K ﹤0.01%
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2339
$4K ﹤0.01%
1,000
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$4K ﹤0.01%
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2341
$4K ﹤0.01%
30
2342
$4K ﹤0.01%
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2343
$4K ﹤0.01%
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2344
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13
2345
$3K ﹤0.01%
15
2346
$3K ﹤0.01%
91
2347
$3K ﹤0.01%
34
2348
$3K ﹤0.01%
855
2349
$3K ﹤0.01%
535
2350
$3K ﹤0.01%
37