CWM
CarsonAllaria Wealth Management Portfolio holdings
AUM
$186M
1-Year Return
10.97%
This Quarter Return
+6.76%
1 Year Return
+10.97%
3 Year Return
+38.82%
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.93%
Holding
367
New
364
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 5.24% |
| 2 | Technology | 4.4% |
| 3 | Healthcare | 2.32% |
| 4 | Financials | 1.94% |
| 5 | Utilities | 1.85% |
