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
1526
$37K ﹤0.01%
169
1527
$37K ﹤0.01%
1,063
1528
$37K ﹤0.01%
2,934
1529
$37K ﹤0.01%
957
1530
$37K ﹤0.01%
950
1531
$37K ﹤0.01%
177
1532
$37K ﹤0.01%
788
1533
$36K ﹤0.01%
1,027
1534
$36K ﹤0.01%
362
1535
$36K ﹤0.01%
477
1536
$36K ﹤0.01%
1,415
1537
$36K ﹤0.01%
676
1538
$36K ﹤0.01%
2,333
1539
$36K ﹤0.01%
481
1540
$36K ﹤0.01%
2,327
1541
$36K ﹤0.01%
381
1542
$36K ﹤0.01%
2,465
1543
$36K ﹤0.01%
608
1544
$36K ﹤0.01%
1,200
1545
$36K ﹤0.01%
230
1546
$36K ﹤0.01%
700
1547
$36K ﹤0.01%
127
1548
$36K ﹤0.01%
156
1549
$35K ﹤0.01%
362
1550
$35K ﹤0.01%
1,073
60 61
62
63 64