Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
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 +$6.3K
2 +$2K

Top Sells

1 +$33.8M
2 +$1.14M
3 +$46.5K
4
ELS icon
Equity Lifestyle Properties
ELS
+$28K
5
FGBI icon
First Guaranty Bancshares
FGBI
+$21.2K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$1K ﹤0.01%
9
2727
$1K ﹤0.01%
20
2728
$1K ﹤0.01%
6
2729
$1K ﹤0.01%
59
2730
$1K ﹤0.01%
263
2731
$1K ﹤0.01%
300
2732
$1K ﹤0.01%
162
2733
$1K ﹤0.01%
37
2734
$1K ﹤0.01%
15
2735
$1K ﹤0.01%
3
2736
$1K ﹤0.01%
30
2737
$1K ﹤0.01%
7
2738
$1K ﹤0.01%
46
2739
$1K ﹤0.01%
53
2740
$1K ﹤0.01%
54
2741
$1K ﹤0.01%
4
2742
$1K ﹤0.01%
48
2743
$1K ﹤0.01%
21
2744
$1K ﹤0.01%
60
2745
$1K ﹤0.01%
253
2746
$1K ﹤0.01%
57
2747
$1K ﹤0.01%
35
2748
$1K ﹤0.01%
8
2749
$1K ﹤0.01%
55
2750
$1K ﹤0.01%
45