CWM
CarsonAllaria Wealth Management Portfolio holdings
AUM
$186M
1-Year Return
10.97%
This Quarter Return
+7.08%
1 Year Return
+10.97%
3 Year Return
+38.82%
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
+$13.9M
(+8%)
Cap. Flow
+$3.15M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
59.39%
Holding
378
New
11
Increased
78
Reduced
73
Closed
21
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.72% |
| 2 | Financials | 2.11% |
| 3 | Industrials | 1.83% |
| 4 | Healthcare | 1.52% |
| 5 | Consumer Discretionary | 0.94% |
