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
2626
$2K ﹤0.01%
78
2627
$2K ﹤0.01%
106
2628
$2K ﹤0.01%
450
2629
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232
2630
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194
2631
$2K ﹤0.01%
51
2632
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32
2633
$2K ﹤0.01%
28
2634
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2635
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49
2636
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2637
$2K ﹤0.01%
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2638
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2639
$2K ﹤0.01%
79
2640
$2K ﹤0.01%
284
2641
$2K ﹤0.01%
7
2642
$2K ﹤0.01%
21
2643
$2K ﹤0.01%
175
2644
$2K ﹤0.01%
150
2645
$2K ﹤0.01%
28
2646
$2K ﹤0.01%
75
2647
$2K ﹤0.01%
48
+40
2648
$2K ﹤0.01%
148
2649
$2K ﹤0.01%
60
2650
$2K ﹤0.01%
34
104 105
106
107 108