Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.5B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,010
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$865K
3
+$348K
4
USO icon
United States Oil Fund
USO
+$73.5K
5
REMX icon
VanEck Rare Earth/Strategic Metals ETF
REMX
+$31.3K

Top Sells

1
+$49.7M
2
+$1.25M
3
+$24.5K
4
BN icon
Brookfield
BN
+$12.5K
5
HWM icon
Howmet Aerospace
HWM
+$6.39K

Sector Composition

1 Technology 6.48%
2 Healthcare 5.1%
3 Financials 3.69%
4 Industrials 2.75%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$3K ﹤0.01%
900
2577
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2578
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53
2579
$3K ﹤0.01%
200
2580
$2K ﹤0.01%
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2581
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2582
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2583
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2584
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2585
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2586
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2587
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2588
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2589
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2590
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133
2591
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60
2592
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2593
$2K ﹤0.01%
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2594
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2595
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2596
$2K ﹤0.01%
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2597
$2K ﹤0.01%
38
2598
$2K ﹤0.01%
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2599
$2K ﹤0.01%
114
2600
$2K ﹤0.01%
182
102 103
104
105 106