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
1326
$59K ﹤0.01%
706
1327
$59K ﹤0.01%
286
1328
$58K ﹤0.01%
3,192
1329
$58K ﹤0.01%
5,489
1330
$58K ﹤0.01%
904
1331
$58K ﹤0.01%
124
1332
$58K ﹤0.01%
602
1333
$57K ﹤0.01%
3,724
1334
$57K ﹤0.01%
752
1335
$57K ﹤0.01%
625
1336
$57K ﹤0.01%
126
1337
$57K ﹤0.01%
157
1338
$57K ﹤0.01%
2,285
1339
$57K ﹤0.01%
341
1340
$57K ﹤0.01%
649
1341
$57K ﹤0.01%
3,881
1342
$57K ﹤0.01%
1,269
1343
$57K ﹤0.01%
1,251
1344
$57K ﹤0.01%
1,719
1345
$57K ﹤0.01%
5,635
1346
$56K ﹤0.01%
320
1347
$56K ﹤0.01%
328
1348
$56K ﹤0.01%
791
1349
$56K ﹤0.01%
435
1350
$56K ﹤0.01%
1,306