CWM

CarsonAllaria Wealth Management Portfolio holdings

AUM $186M
1-Year Est. Return 10.97%
This Quarter Est. Return
1 Year Est. Return
+10.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Sector Composition

1 Technology 3.86%
2 Financials 2.02%
3 Industrials 1.89%
4 Healthcare 1.85%
5 Consumer Discretionary 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$28.2K 0.02%
113
+1
177
$28.1K 0.02%
+1,170
178
$28K 0.02%
60
179
$27.8K 0.02%
170
+1
180
$27.5K 0.02%
115
181
$27.5K 0.02%
276
182
$27K 0.02%
256
-50
183
$26.5K 0.02%
359
184
$26.4K 0.02%
703
+16
185
$26K 0.01%
+574
186
$25.7K 0.01%
129
+1
187
$25.2K 0.01%
283
188
$24.8K 0.01%
355
-63
189
$24.3K 0.01%
1,049
190
$24.1K 0.01%
203
191
$23.7K 0.01%
+247
192
$23.5K 0.01%
400
193
$23.3K 0.01%
188
194
$23K 0.01%
129
+72
195
$22.8K 0.01%
363
+218
196
$22.2K 0.01%
87
197
$22.1K 0.01%
629
198
$22K 0.01%
+110
199
$21.3K 0.01%
174
+1
200
$20.9K 0.01%
178