Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $25.1B
AUM
$25.1B
AUM Growth
+$981M
Cap. Flow
+$1.5B
Cap. Flow %
5.99%
Top 10 Hldgs %
22.48%
Holding
5,286
New
173
Increased
2,920
Reduced
1,462
Closed
84
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.01B4.04%1,803,506
-125,290
-7%
-$70.4M
$833M3.32%18,072,843
-808,857
-4%
-$37.3M
$568M2.26%3,322,909
-436,783
-12%
-$74.6M
$558M2.22%8,484,225
+613,217
+8%
+$40.3M
$510M2.03%2,294,240
+110,064
+5%
+$24.4M
$499M1.99%5,374,210
-2,899
-0.1%
-$269K
$472M1.88%12,968,374
+425,898
+3%
+$15.5M
$407M1.63%15,955,089
-373,060
-2%
-$9.53M
$391M1.56%8,022,923
-401,999
-5%
-$19.6M
$384M1.53%4,154,795
+415,209
+11%
+$38.4M
$344M1.37%1,806,062
+356,756
+25%
+$68M
$341M1.36%909,409
+43,929
+5%
+$16.5M
$337M1.34%6,581,942
+874,454
+15%
+$44.8M
$317M1.26%2,921,794
+306,807
+12%
+$33.3M
$272M1.09%4,620,598
-1,417,023
-23%
-$83.5M
$260M1.04%1,368,079
+80,399
+6%
+$15.3M
$248M0.99%529,562
-68,065
-11%
-$31.9M
$215M0.86%3,156,417
-204,924
-6%
-$13.9M
$209M0.83%4,085,636
-542,796
-12%
-$27.7M
$202M0.8%2,027,560
+360,183
+22%
+$35.8M
$197M0.79%532,135
+103,316
+24%
+$38.3M
$189M0.76%2,019,792
-357,818
-15%
-$33.6M
$186M0.74%2,030,309
+191,502
+10%
+$17.6M
$185M0.74%917,388
-17,744
-2%
-$3.59M
$184M0.73%329,446
+4,361
+1%
+$2.44M