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
2351
$3K ﹤0.01%
37
2352
$3K ﹤0.01%
33
2353
$3K ﹤0.01%
206
2354
$3K ﹤0.01%
135
2355
$3K ﹤0.01%
102
2356
$3K ﹤0.01%
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2357
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2358
$3K ﹤0.01%
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2359
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2360
$3K ﹤0.01%
1,000
2361
$3K ﹤0.01%
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2362
$3K ﹤0.01%
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2364
$3K ﹤0.01%
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2365
$3K ﹤0.01%
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2366
$3K ﹤0.01%
650
2367
$3K ﹤0.01%
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2368
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2369
$3K ﹤0.01%
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2370
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2371
$3K ﹤0.01%
735
2372
$3K ﹤0.01%
42
2373
$3K ﹤0.01%
133
2374
$3K ﹤0.01%
30
2375
$3K ﹤0.01%
59
93 94
95
96 97