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
1501
$39K ﹤0.01%
1,545
1502
$38K ﹤0.01%
917
1503
$38K ﹤0.01%
53
1504
$38K ﹤0.01%
1,857
1505
$38K ﹤0.01%
325
1506
$38K ﹤0.01%
67
1507
$38K ﹤0.01%
1,356
1508
$38K ﹤0.01%
979
1509
$38K ﹤0.01%
449
1510
$38K ﹤0.01%
633
1511
$38K ﹤0.01%
1,000
1512
$38K ﹤0.01%
1,548
1513
$38K ﹤0.01%
4,408
1514
$38K ﹤0.01%
1,243
1515
$38K ﹤0.01%
360
1516
$38K ﹤0.01%
818
1517
$38K ﹤0.01%
1,493
1518
$38K ﹤0.01%
1,281
1519
$38K ﹤0.01%
284
1520
$38K ﹤0.01%
903
1521
$38K ﹤0.01%
2,000
1522
$38K ﹤0.01%
385
1523
$38K ﹤0.01%
986
1524
$37K ﹤0.01%
989
1525
$37K ﹤0.01%
3,620