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
$0﹤0.01% 1
$0﹤0.01% 118
+100
+556%
-71
Closed
-$1K
-318
Closed
-$15K
$0﹤0.01% 10
$0﹤0.01% 300
-1,722
Closed
-$8K
$0﹤0.01% 17
-2,200
Closed
-$48K
-2,382
Closed
-$50K
$0﹤0.01% 184
-11,532
-98%
$0﹤0.01% 10
-139
Closed
-$3K
$0﹤0.01% 68
-192
-74%
$0﹤0.01% 193