CWM
CarsonAllaria Wealth Management Portfolio holdings
AUM
$186M
This Quarter Return
+6.83%
1 Year Return
+10.97%
3 Year Return
+38.82%
5 Year Return
–
10 Year Return
–
AUM
$174M
AUM Growth
+$174M
(+6.7%)
Cap. Flow
+$322K
Cap. Flow
% of AUM
0.18%
Top 10 Holdings %
Top 10 Hldgs %
57.76%
Holding
432
New
53
Increased
105
Reduced
78
Closed
37
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.86% |
| 2 | Financials | 2.02% |
| 3 | Industrials | 1.89% |
| 4 | Healthcare | 1.85% |
| 5 | Consumer Discretionary | 1.13% |
