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
$26K﹤0.01% 2,351
$26K﹤0.01% 271
$26K﹤0.01% 937
+179
+24%
+$4.97K
$26K﹤0.01% 882
-36
-4%
-$1.06K
$26K﹤0.01% 2,419
$26K﹤0.01% 1,787
+1,308
+273%
+$19K
$26K﹤0.01% 2,010
+811
+68%
+$10.5K
$26K﹤0.01% 595
+286
+93%
+$12.5K
$26K﹤0.01% 2,296
+42
+2%
+$476
$26K﹤0.01% 1,447
+350
+32%
+$6.29K
$26K﹤0.01% 2,428
+1,357
+127%
+$14.5K
$26K﹤0.01% 2,287
-215
-9%
-$2.44K
$26K﹤0.01% 684
-330
-33%
-$12.5K
$26K﹤0.01% 392
-2,137
-85%
-$142K
$26K﹤0.01% 3,362
+794
+31%
+$6.14K
$26K﹤0.01% 410
$26K﹤0.01% 1,410
+227
+19%
+$4.19K
$26K﹤0.01% 733
-208
-22%
-$7.38K
$26K﹤0.01% 1,523
+14
+0.9%
+$239
$26K﹤0.01% 12,132
+5,836
+93%
+$12.5K
$26K﹤0.01% 35,750
+10,537
+42%
+$7.66K
$26K﹤0.01% 6,202
+2,022
+48%
+$8.48K
$26K﹤0.01% 2,008
-336
-14%
-$4.35K
$26K﹤0.01% 913
+705
+339%
+$20.1K
$26K﹤0.01% 646
-100
-13%
-$4.03K