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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
2451
$2K ﹤0.01%
43
2452
$2K ﹤0.01%
7
2453
$2K ﹤0.01%
63
2454
$2K ﹤0.01%
49
2455
$2K ﹤0.01%
15
2456
$2K ﹤0.01%
50
2457
$2K ﹤0.01%
43
2458
$2K ﹤0.01%
58
2459
$2K ﹤0.01%
6
2460
$2K ﹤0.01%
20
2461
$2K ﹤0.01%
15
2462
$2K ﹤0.01%
133
2463
$2K ﹤0.01%
60
2464
$2K ﹤0.01%
75
2465
$2K ﹤0.01%
33
2466
$2K ﹤0.01%
50
2467
$2K ﹤0.01%
326
2468
$2K ﹤0.01%
117
2469
$2K ﹤0.01%
24
2470
$2K ﹤0.01%
182
2471
– –
0
2472
$2K ﹤0.01%
41
2473
$2K ﹤0.01%
65
2474
$2K ﹤0.01%
16
2475
$2K ﹤0.01%
80
97 98
99
100 101