Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $28.4B
This Quarter Return
+9.27%
1 Year Return
+14.63%
3 Year Return
+48.89%
5 Year Return
10 Year Return
AUM
$28.4B
AUM Growth
+$3.28B
Cap. Flow
+$1.41B
Cap. Flow %
4.98%
Top 10 Hldgs %
20.83%
Holding
5,390
New
189
Increased
2,830
Reduced
1,585
Closed
151
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$28K﹤0.01% 150
$27K﹤0.01% 9,981
-3,330
-25%
-$9.01K
$27K﹤0.01% 111
-9
-8%
-$2.19K
$27K﹤0.01% 1,363
+664
+95%
+$13.2K
$27K﹤0.01% 93
+9
+11%
+$2.61K
$27K﹤0.01% 636
+2
+0.3%
+$85
$27K﹤0.01% 652
-773
-54%
-$32K
$27K﹤0.01% 1,365
+520
+62%
+$10.3K
$27K﹤0.01% 306
+60
+24%
+$5.29K
$27K﹤0.01% 5,041
$27K﹤0.01% 522
-71
-12%
-$3.67K
$27K﹤0.01% 1,208
+521
+76%
+$11.6K
$27K﹤0.01% 3,994
+309
+8%
+$2.09K
$27K﹤0.01% 2,032
+13
+0.6%
+$173
$27K﹤0.01% 270
+61
+29%
+$6.1K
$27K﹤0.01% 4,897
+4,481
+1,077%
+$24.7K
$27K﹤0.01% 3,517
+2,904
+474%
+$22.3K
$27K﹤0.01% 24,880
+10,827
+77%
+$11.8K
$27K﹤0.01% 2,821
-412
-13%
-$3.94K
$27K﹤0.01% 326
+36
+12%
+$2.98K
$27K﹤0.01% 368
+105
+40%
+$7.7K
$27K﹤0.01% 3,152
+1,149
+57%
+$9.84K
$26K﹤0.01%
+520
New
+$26K
$26K﹤0.01% 2,351
$26K﹤0.01% 271