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
2201
$8K ﹤0.01%
300
2202
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300
2203
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32
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2208
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2209
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2210
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2211
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2212
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1,007
2213
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2,794
2214
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12
2215
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797
2216
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2217
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2218
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2220
$7K ﹤0.01%
500
2221
$7K ﹤0.01%
49
2222
$7K ﹤0.01%
1,965
2223
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105
2224
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500
2225
$7K ﹤0.01%
112