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
1426
$47K ﹤0.01%
956
1427
$46K ﹤0.01%
1,074
1428
$46K ﹤0.01%
1,000
1429
$46K ﹤0.01%
727
1430
$46K ﹤0.01%
553
1431
$46K ﹤0.01%
8,563
1432
$46K ﹤0.01%
2,924
1433
$46K ﹤0.01%
109
1434
$45K ﹤0.01%
670
1435
$45K ﹤0.01%
1,545
1436
$45K ﹤0.01%
130
1437
$45K ﹤0.01%
287
1438
$45K ﹤0.01%
550
1439
$45K ﹤0.01%
1,696
1440
$45K ﹤0.01%
405
1441
$45K ﹤0.01%
845
1442
$45K ﹤0.01%
1,335
1443
$44K ﹤0.01%
310
1444
$44K ﹤0.01%
900
1445
$44K ﹤0.01%
464
1446
$44K ﹤0.01%
476
1447
$44K ﹤0.01%
1,614
1448
$44K ﹤0.01%
1,451
1449
$43K ﹤0.01%
1,001
1450
$43K ﹤0.01%
400
56 57
58
59 60