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
2401
$3K ﹤0.01%
80
2402
$3K ﹤0.01%
65
2403
$3K ﹤0.01%
38
2404
$3K ﹤0.01%
192
2405
$3K ﹤0.01%
1,050
2406
$3K ﹤0.01%
67
2407
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17
2408
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510
2409
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50
2410
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101
2411
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85
2412
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2413
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114
2414
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2415
$3K ﹤0.01%
34
2416
$3K ﹤0.01%
30
2417
$3K ﹤0.01%
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2418
$3K ﹤0.01%
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2419
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2420
$3K ﹤0.01%
101
2421
$3K ﹤0.01%
160
2422
$3K ﹤0.01%
135
2423
$3K ﹤0.01%
197
2424
$3K ﹤0.01%
453
2425
$3K ﹤0.01%
16
95 96
97
98 99