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%0
-264
Closed
$00%0
-934
Closed
$00%0
-1,242
Closed
$00%0
-5,432
Closed
$00%0
-4,116
Closed
$00%0
-1,200
Closed
$00%0
-19,872
Closed
$00%0
-2,188
Closed
$00%0
-83,725
Closed
$00%0
-4,252
Closed
$00%0
-107
Closed
$00%0
-179
Closed
$00%0
-1,563
Closed
$00%0
-310
Closed
$00%0
-1,393
Closed
$00%0
-181
Closed
$00%0
-1,286
Closed
$00%0
-31
Closed
$00%0
-355
Closed
$00%0
-700
Closed
$00%0
-200
Closed
$00%70
-18
-20%
$00%0
-797
Closed
$00%0
-60
Closed
$00%0
-2
Closed