Carson Wealth (CWM LLC)
EXLS icon

Carson Wealth (CWM LLC)’s EXL Service EXLS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.17M Buy
136,818
+88,573
+184% +$3.06M 0.01% 890
2025
Q4 		$2.05M Sell
48,245
-25,919
-35% -$1.06M 0.01% 1140
2025
Q3 		$3.27M Buy
74,164
+53,651
+262% +$2.32M 0.01% 888
2025
Q2 		$898K Sell
20,513
-891
-4% -$40.7K ﹤0.01% 1298
2025
Q1 		$1.01M Sell
21,404
-5,082
-19% -$244K ﹤0.01% 1120
2024
Q4 		$1.18M Sell
26,486
-2,538
-9% -$110K ﹤0.01% 1003
2024
Q3 		$1.11M Sell
29,024
-1,207
-4% -$42.2K ﹤0.01% 967
2024
Q2 		$948K Sell
30,231
-4,055
-12% -$122K ﹤0.01% 924
2024
Q1 		$1.09M Sell
34,286
-8,530
-20% -$265K 0.01% 814
2023
Q4 		$1.32M Buy
42,816
+3,016
+8% +$85.4K 0.01% 697
2023
Q3 		$1.12M Sell
39,800
-1,925
-5% -$56.3K 0.01% 702
2023
Q2 		$1.26M Sell
41,725
-2,780
-6% -$87.7K 0.01% 625
2023
Q1 		$1.44M Sell
44,505
-1,515
-3% -$50.2K 0.01% 551
2022
Q4 		$1.56M Sell
46,020
-2,105
-4% -$73.1K 0.01% 489
2022
Q3 		$1.42M Sell
48,125
-2,895
-6% -$94.5K 0.01% 468
2022
Q2 		$1.5M Sell
51,020
-3,045
-6% -$86.1K 0.01% 455
2022
Q1 		$1.55M Sell
54,065
-8,440
-14% -$215K 0.01% 455
2021
Q4 		$1.81M Buy
+62,505
New +$1.65M 0.01% 450

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return