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
$107M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Sells

1 +$993K
2 +$927K
3 +$391K
4
FE icon
FirstEnergy
FE
+$352K
5
PNW icon
Pinnacle West Capital
PNW
+$288K

Sector Composition

1 Technology 3.03%
2 Industrials 2.46%
3 Healthcare 2.38%
4 Financials 2.03%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K 0.01%
85
202
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65
-1,103
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565
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285
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85
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31
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$7K 0.01%
+925
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$6K 0.01%
813
+1