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
1051
$127K ﹤0.01%
2,556
1052
$126K ﹤0.01%
6,288
1053
$125K ﹤0.01%
1,748
1054
$124K ﹤0.01%
550
1055
$124K ﹤0.01%
4,317
1056
$124K ﹤0.01%
2,584
1057
$124K ﹤0.01%
10,059
1058
$124K ﹤0.01%
684
1059
$123K ﹤0.01%
1,435
1060
$123K ﹤0.01%
1,627
1061
$123K ﹤0.01%
2,008
1062
$123K ﹤0.01%
998
1063
$123K ﹤0.01%
7,816
1064
$122K ﹤0.01%
702
1065
$122K ﹤0.01%
3,197
1066
$121K ﹤0.01%
29,075
1067
$121K ﹤0.01%
2,124
1068
$120K ﹤0.01%
1,921
1069
$120K ﹤0.01%
3,400
1070
$119K ﹤0.01%
6,822
1071
$119K ﹤0.01%
4,053
1072
$119K ﹤0.01%
823
1073
$119K ﹤0.01%
1,789
1074
$119K ﹤0.01%
17,873
1075
$118K ﹤0.01%
1,768
41 42
43
44 45