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
501
$1.46M 0.01%
13,702
502
$1.44M 0.01%
11,636
503
$1.44M 0.01%
6,901
504
$1.41M 0.01%
13,748
505
$1.4M 0.01%
31,908
506
$1.4M 0.01%
42,620
507
$1.4M 0.01%
5,464
508
$1.39M 0.01%
5,076
509
$1.38M 0.01%
70,820
510
$1.38M 0.01%
28,844
511
$1.36M 0.01%
19,419
512
$1.36M 0.01%
9,690
513
$1.36M 0.01%
6,671
514
$1.36M 0.01%
24,659
515
$1.36M 0.01%
6,177
516
$1.35M 0.01%
6,581
517
$1.34M 0.01%
13,919
518
$1.32M 0.01%
22,762
519
$1.31M 0.01%
35,866
520
$1.31M 0.01%
6,584
521
$1.31M 0.01%
52,584
522
$1.3M 0.01%
8,846
523
$1.3M 0.01%
11,902
524
$1.29M 0.01%
20,432
525
$1.27M 0.01%
34,442
19 20
21
22 23