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
451
$1.84M 0.01%
28,042
452
$1.84M 0.01%
18,090
453
$1.83M 0.01%
18,429
454
$1.83M 0.01%
32,783
455
$1.83M 0.01%
4,730
456
$1.83M 0.01%
27,626
457
$1.82M 0.01%
15,589
458
$1.82M 0.01%
38,591
459
$1.81M 0.01%
32,951
460
$1.81M 0.01%
18,665
461
$1.79M 0.01%
22,890
462
$1.79M 0.01%
25,582
463
$1.78M 0.01%
22,000
464
$1.77M 0.01%
11,988
465
$1.77M 0.01%
25,331
466
$1.77M 0.01%
34,287
467
$1.77M 0.01%
91,973
468
$1.77M 0.01%
29,341
469
$1.76M 0.01%
26,257
470
$1.75M 0.01%
34,800
471
$1.75M 0.01%
29,969
472
$1.74M 0.01%
29,168
473
$1.72M 0.01%
25,417
474
$1.72M 0.01%
6,697
475
$1.71M 0.01%
17,591
17 18
19
20 21