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
$25K﹤0.01% 452
-28
-6%
-$1.55K
$25K﹤0.01% 693
+203
+41%
+$7.32K
$25K﹤0.01% 3,935
-85,978
-96%
-$546K
$25K﹤0.01% 4,905
+3,167
+182%
+$16.1K
$25K﹤0.01% 646
-877
-58%
-$33.9K
$25K﹤0.01% 1,009
$25K﹤0.01% 787
$24K﹤0.01% 356
$24K﹤0.01% 5,579
+3,670
+192%
+$15.8K
$24K﹤0.01% 7,794
-911
-10%
-$2.81K
$24K﹤0.01% 460
+79
+21%
+$4.12K
$24K﹤0.01% 1,748
$24K﹤0.01% 4,452
+960
+27%
+$5.18K
$24K﹤0.01% 1,021
-19
-2%
-$447
$24K﹤0.01% 932
-1
-0.1%
-$26
$24K﹤0.01% 971
-21
-2%
-$519
$24K﹤0.01% 491
+113
+30%
+$5.52K
$24K﹤0.01% 862
-288
-25%
-$8.02K
$24K﹤0.01% 753
$24K﹤0.01% 1,371
+7
+0.5%
+$123
$24K﹤0.01% 2,414
+2,276
+1,649%
+$22.6K
$24K﹤0.01% 256
$24K﹤0.01% 100
-1
-1%
-$240
$24K﹤0.01% 1,069
-2
-0.2%
-$45
$24K﹤0.01% 1,481
+269
+22%
+$4.36K