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
1351
$56K ﹤0.01%
2,095
1352
$56K ﹤0.01%
934
1353
$56K ﹤0.01%
152
1354
$56K ﹤0.01%
614
1355
$56K ﹤0.01%
3,323
1356
$55K ﹤0.01%
249
1357
$55K ﹤0.01%
2,433
1358
$55K ﹤0.01%
2,930
1359
$55K ﹤0.01%
1,992
1360
$55K ﹤0.01%
998
1361
$55K ﹤0.01%
4,031
1362
$55K ﹤0.01%
839
1363
$55K ﹤0.01%
1,234
1364
$55K ﹤0.01%
5,185
1365
$55K ﹤0.01%
581
1366
$55K ﹤0.01%
625
1367
$55K ﹤0.01%
1,667
1368
$54K ﹤0.01%
3,413
1369
$54K ﹤0.01%
241
1370
$54K ﹤0.01%
609
1371
$54K ﹤0.01%
5,500
1372
$54K ﹤0.01%
293
1373
$53K ﹤0.01%
536
1374
$53K ﹤0.01%
850
1375
$53K ﹤0.01%
1,417
53 54
55
56 57