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
2601
$2K ﹤0.01%
326
2602
$2K ﹤0.01%
117
2603
$2K ﹤0.01%
38
2604
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24
2605
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114
2606
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2607
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20
2608
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41
2609
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2610
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2611
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2612
$2K ﹤0.01%
500
2613
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60
2614
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63
2615
$2K ﹤0.01%
128
2616
$2K ﹤0.01%
90
2617
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2618
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60
2619
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2620
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37
2621
$2K ﹤0.01%
21
2622
$2K ﹤0.01%
300
2623
$2K ﹤0.01%
48
2624
$2K ﹤0.01%
+3
2625
$2K ﹤0.01%
74
103 104
105
106 107