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
$00%1
$00%75
$00%49
-15
-23%
$00%27
$00%0
-558
Closed
$00%0
-500
Closed
$00%1
$00%0
-11,281
Closed
$00%3
-35
-92%
$00%0
-14
Closed
$00%0
-200
Closed
$00%0
-357
Closed
$00%0
-206
Closed
$00%1
$00%12
$00%0
-158
Closed
$00%0
-25,261
Closed
$00%0
-3,672
Closed
$00%0
-9,561
Closed
$00%0
-2,765
Closed
$00%0
-8,173
Closed
$00%0
-3,105
Closed
$00%0
-605
Closed
$00%0
-2,718
Closed
$00%0
-6,324
Closed