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
2701
$2K ﹤0.01%
127
2702
$2K ﹤0.01%
35
2703
$2K ﹤0.01%
111
2704
$2K ﹤0.01%
88
2705
$2K ﹤0.01%
50
2706
$2K ﹤0.01%
34
2707
$2K ﹤0.01%
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2708
$2K ﹤0.01%
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2709
$2K ﹤0.01%
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2710
$2K ﹤0.01%
384
2711
$2K ﹤0.01%
32
2712
$2K ﹤0.01%
78
2713
$2K ﹤0.01%
21
2714
$1K ﹤0.01%
44
2715
$1K ﹤0.01%
111
2716
$1K ﹤0.01%
300
2717
$1K ﹤0.01%
1
2718
$1K ﹤0.01%
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2719
$1K ﹤0.01%
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2720
$1K ﹤0.01%
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2721
$1K ﹤0.01%
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2722
$1K ﹤0.01%
40
2723
$1K ﹤0.01%
12
2724
– –
0
2725
$1K ﹤0.01%
78
107 108
109
110 111