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
2726
$1K ﹤0.01%
55
2727
$1K ﹤0.01%
9
2728
$1K ﹤0.01%
20
2729
$1K ﹤0.01%
6
2730
$1K ﹤0.01%
59
2731
$1K ﹤0.01%
263
2732
$1K ﹤0.01%
300
2733
$1K ﹤0.01%
162
2734
$1K ﹤0.01%
37
2735
$1K ﹤0.01%
15
2736
$1K ﹤0.01%
3
2737
$1K ﹤0.01%
30
2738
$1K ﹤0.01%
7
2739
$1K ﹤0.01%
46
2740
$1K ﹤0.01%
53
2741
$1K ﹤0.01%
54
2742
$1K ﹤0.01%
4
2743
$1K ﹤0.01%
48
2744
$1K ﹤0.01%
21
2745
$1K ﹤0.01%
60
2746
$1K ﹤0.01%
253
2747
$1K ﹤0.01%
57
2748
$1K ﹤0.01%
35
2749
$1K ﹤0.01%
8
2750
$1K ﹤0.01%
55