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
651
$572K ﹤0.01%
19,730
652
$571K ﹤0.01%
10,851
653
$569K ﹤0.01%
28,104
654
$564K ﹤0.01%
11,840
655
$559K ﹤0.01%
17,846
656
$559K ﹤0.01%
26,616
657
$546K ﹤0.01%
45,500
658
$545K ﹤0.01%
6,643
659
$544K ﹤0.01%
20,649
660
$542K ﹤0.01%
9,736
661
$540K ﹤0.01%
6,267
662
$534K ﹤0.01%
3,548
663
$534K ﹤0.01%
3,603
664
$531K ﹤0.01%
3,212
665
$528K ﹤0.01%
1,530
666
$528K ﹤0.01%
30,456
667
$522K ﹤0.01%
14,220
668
$516K ﹤0.01%
1,351
669
$515K ﹤0.01%
3,107
670
$512K ﹤0.01%
9,392
671
$509K ﹤0.01%
2,202
672
$508K ﹤0.01%
9,724
673
$507K ﹤0.01%
1,698
674
$503K ﹤0.01%
5,247
675
$499K ﹤0.01%
11,541
25 26
27
28 29