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
$108M
AUM Growth
+$598K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Sells

1 +$6.67M
2 +$408K
3 +$307K
4
PYPL icon
PayPal
PYPL
+$263K
5
GIS icon
General Mills
GIS
+$235K

Sector Composition

1 Technology 2.84%
2 Healthcare 2.33%
3 Industrials 2.31%
4 Financials 2.06%
5 Consumer Staples 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K 0.01%
751
-4
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51
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$8K 0.01%
278
+1
204
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+1
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218
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+74
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1,605
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$6K 0.01%
812
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$6K 0.01%
345
225
$5K ﹤0.01%
83