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
351
$2.97M 0.02%
26,335
352
$2.94M 0.02%
19,624
353
$2.93M 0.02%
17,637
354
$2.93M 0.02%
24,375
355
$2.9M 0.02%
12,189
356
$2.88M 0.02%
222,095
357
$2.86M 0.02%
18,971
358
$2.84M 0.02%
17,921
359
$2.79M 0.02%
19,326
360
$2.77M 0.02%
105,678
361
$2.77M 0.02%
43,804
362
$2.75M 0.02%
36,415
363
$2.72M 0.02%
79,129
364
$2.68M 0.02%
26,335
365
$2.68M 0.02%
96,579
366
$2.64M 0.02%
22,634
367
$2.64M 0.02%
14,918
368
$2.6M 0.02%
95,926
369
$2.59M 0.02%
55,406
370
$2.59M 0.02%
17,892
371
$2.58M 0.02%
8,848
372
$2.57M 0.02%
23,763
373
$2.56M 0.02%
20,917
374
$2.53M 0.02%
138,320
375
$2.53M 0.02%
52,741
13 14
15
16 17