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
1301
$63K ﹤0.01%
1,453
1302
$63K ﹤0.01%
931
1303
$63K ﹤0.01%
1,109
1304
$63K ﹤0.01%
547
1305
$63K ﹤0.01%
1,333
1306
$62K ﹤0.01%
867
1307
$62K ﹤0.01%
6,546
1308
$62K ﹤0.01%
7,320
1309
$62K ﹤0.01%
2,147
1310
$62K ﹤0.01%
1,199
1311
$62K ﹤0.01%
1,140
1312
$62K ﹤0.01%
894
1313
$61K ﹤0.01%
251
1314
$61K ﹤0.01%
341
1315
$61K ﹤0.01%
238
1316
$61K ﹤0.01%
1,536
1317
$61K ﹤0.01%
2,688
1318
$60K ﹤0.01%
1,218
1319
$60K ﹤0.01%
1,147
1320
$60K ﹤0.01%
928
1321
$59K ﹤0.01%
2,389
1322
$59K ﹤0.01%
541
1323
$59K ﹤0.01%
555
1324
$59K ﹤0.01%
2,092
1325
$59K ﹤0.01%
2,975
51 52
53
54 55