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
776
$308K ﹤0.01%
966
777
$306K ﹤0.01%
1,381
778
$304K ﹤0.01%
838
779
$302K ﹤0.01%
8,765
780
$301K ﹤0.01%
2,307
781
$300K ﹤0.01%
1,564
782
$298K ﹤0.01%
8,085
783
$297K ﹤0.01%
6,806
784
$296K ﹤0.01%
2,531
785
$296K ﹤0.01%
3,548
786
$296K ﹤0.01%
6,939
787
$293K ﹤0.01%
4,906
788
$293K ﹤0.01%
12,371
789
$291K ﹤0.01%
12,737
790
$290K ﹤0.01%
5,567
791
$288K ﹤0.01%
1,712
792
$287K ﹤0.01%
6,708
793
$286K ﹤0.01%
3,153
794
$285K ﹤0.01%
2,755
795
$284K ﹤0.01%
3,679
796
$284K ﹤0.01%
6,794
797
$284K ﹤0.01%
820
798
$283K ﹤0.01%
4,682
799
$282K ﹤0.01%
4,910
800
$280K ﹤0.01%
1,366
30 31
32
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