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
526
$1.27M 0.01%
37,273
527
$1.27M 0.01%
23,070
528
$1.26M 0.01%
7,295
529
$1.22M 0.01%
5,014
530
$1.22M 0.01%
141,330
531
$1.22M 0.01%
22,484
532
$1.21M 0.01%
15,525
533
$1.21M 0.01%
29,500
534
$1.21M 0.01%
45,423
535
$1.21M 0.01%
33,007
536
$1.2M 0.01%
23,321
537
$1.2M 0.01%
20,853
538
$1.2M 0.01%
37,005
539
$1.2M 0.01%
18,544
540
$1.19M 0.01%
79,783
541
$1.18M 0.01%
42,923
542
$1.18M 0.01%
10,280
543
$1.18M 0.01%
14,967
544
$1.18M 0.01%
35,400
545
$1.16M 0.01%
33,680
546
$1.12M 0.01%
13,237
547
$1.12M 0.01%
22,959
548
$1.11M 0.01%
4,945
549
$1.09M 0.01%
21,548
550
$1.08M 0.01%
30,627
20 21
22
23 24