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
151
$17M 0.14%
214,512
152
$16.6M 0.13%
80,813
153
$16.6M 0.13%
487,430
154
$16.4M 0.13%
270,669
155
$16.4M 0.13%
278,009
156
$16.2M 0.13%
59,186
157
$16.2M 0.13%
164,196
158
$15.9M 0.13%
38,814
159
$15.9M 0.13%
71,223
160
$15.8M 0.13%
137,041
161
$15.8M 0.13%
40,015
162
$15.7M 0.12%
475,795
163
$15.3M 0.12%
98,199
164
$15.3M 0.12%
37,979
165
$15M 0.12%
80,563
166
$14.6M 0.12%
320,431
167
$14.5M 0.12%
755,832
168
$14.3M 0.11%
567,843
169
$13.8M 0.11%
117,354
170
$13.7M 0.11%
648,128
171
$13.4M 0.11%
198,775
172
$13.3M 0.11%
122,817
173
$13.2M 0.11%
138,718
174
$13M 0.1%
242,642
175
$13M 0.1%
104,633
5 6
7
8 9