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
676
$499K ﹤0.01%
9,150
677
$496K ﹤0.01%
12,127
678
$491K ﹤0.01%
5,048
679
$489K ﹤0.01%
3,170
680
$488K ﹤0.01%
7,425
681
$487K ﹤0.01%
9,826
682
$486K ﹤0.01%
2,862
683
$484K ﹤0.01%
1,926
684
$483K ﹤0.01%
2,973
685
$482K ﹤0.01%
7,610
686
$472K ﹤0.01%
11,525
687
$472K ﹤0.01%
13,111
688
$468K ﹤0.01%
5,444
689
$468K ﹤0.01%
10,168
690
$461K ﹤0.01%
6,100
691
$461K ﹤0.01%
8,486
692
$459K ﹤0.01%
19,001
693
$459K ﹤0.01%
1,857
694
$456K ﹤0.01%
7,350
695
$454K ﹤0.01%
8,693
696
$454K ﹤0.01%
25,871
697
$450K ﹤0.01%
23,200
698
$443K ﹤0.01%
7,987
699
$441K ﹤0.01%
9,988
700
$435K ﹤0.01%
20,331
26 27
28
29 30