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
$38K0%6,667
+813
+14%
+$4.63K
$38K0%6,407
+6,121
+2,140%
+$36.3K
$38K0%4,506
+3,306
+276%
+$27.9K
$38K0%9,739
-1,515
-13%
-$5.91K
$38K0%3,194
+1,176
+58%
+$14K
$38K0%1,334
-125
-9%
-$3.56K
$38K0%1,159
+266
+30%
+$8.72K
$38K0%2,220
$38K0%589
+211
+56%
+$13.6K
$38K0%673
$38K0%3,307
+792
+31%
+$9.1K
$37K0%2,616
-100,981
-97%
-$1.43M
$37K0%3,858
+1,087
+39%
+$10.4K
$37K0%2,121
+148
+8%
+$2.58K
$37K0%1,611
-129
-7%
-$2.96K
$37K0%2,280
$37K0%1,075
+6
+0.6%
+$207
$37K0%755
+81
+12%
+$3.97K
$37K0%665
+449
+208%
+$25K
$37K0%1,014
+330
+48%
+$12K
$37K0%1,680
-133
-7%
-$2.93K
$37K0%1,042
+5
+0.5%
+$178
$37K0%952
+54
+6%
+$2.1K
$37K0%631
+182
+41%
+$10.7K
$37K0%503
-378
-43%
-$27.8K