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
1276
$67K ﹤0.01%
266
1277
$67K ﹤0.01%
1,117
1278
$67K ﹤0.01%
521
1279
$67K ﹤0.01%
1,205
1280
$67K ﹤0.01%
840
1281
$66K ﹤0.01%
862
1282
$66K ﹤0.01%
11,949
1283
$66K ﹤0.01%
4,169
1284
$66K ﹤0.01%
1,898
1285
$66K ﹤0.01%
486
1286
$66K ﹤0.01%
2,648
1287
$66K ﹤0.01%
2,316
1288
$66K ﹤0.01%
908
1289
$66K ﹤0.01%
1,114
1290
$66K ﹤0.01%
2,071
1291
$65K ﹤0.01%
484
1292
$65K ﹤0.01%
1,734
1293
$65K ﹤0.01%
1,778
1294
$64K ﹤0.01%
1,448
1295
$64K ﹤0.01%
633
1296
$64K ﹤0.01%
562
1297
$64K ﹤0.01%
5,660
1298
$64K ﹤0.01%
585
1299
$63K ﹤0.01%
242
1300
$63K ﹤0.01%
1,456
50 51
52
53 54