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
$24K﹤0.01% 3,622
-1,547
-30%
-$10.3K
$24K﹤0.01%
+218
New
+$24K
$24K﹤0.01% 663
+510
+333%
+$18.5K
$24K﹤0.01% 1,866
+348
+23%
+$4.48K
$24K﹤0.01% 618
+345
+126%
+$13.4K
$24K﹤0.01% 251
-825
-77%
-$78.9K
$24K﹤0.01% 6,742
+1,806
+37%
+$6.43K
$24K﹤0.01% 517
-95
-16%
-$4.41K
$24K﹤0.01% 7,965
+2,483
+45%
+$7.48K
$24K﹤0.01% 100
-1
-1%
-$240
$23K﹤0.01% 541
+102
+23%
+$4.34K
$23K﹤0.01% 3,500
$23K﹤0.01% 6,687
-13,016
-66%
-$44.8K
$23K﹤0.01% 1,260
+257
+26%
+$4.69K
$23K﹤0.01% 304
$23K﹤0.01% 797
-45
-5%
-$1.3K
$23K﹤0.01% 13,912
-5,796
-29%
-$9.58K
$23K﹤0.01% 1,761
-11,196
-86%
-$146K
$23K﹤0.01% 9,495
-5,552
-37%
-$13.4K
$23K﹤0.01% 366
+63
+21%
+$3.96K
$23K﹤0.01% 7,394
-3,920
-35%
-$12.2K
$23K﹤0.01% 315
$23K﹤0.01% 1,282
+939
+274%
+$16.8K
$23K﹤0.01% 1,811
-4,204
-70%
-$53.4K
$23K﹤0.01%
+1,268
New
+$23K