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
401
$2.19M 0.02%
19,071
402
$2.19M 0.02%
36,569
403
$2.18M 0.02%
20,570
404
$2.17M 0.02%
31,775
405
$2.17M 0.02%
80,507
406
$2.13M 0.02%
55,064
407
$2.13M 0.02%
24,912
-14,673
408
$2.12M 0.02%
68,363
409
$2.11M 0.02%
92,343
410
$2.11M 0.02%
44,124
411
$2.1M 0.02%
43,769
412
$2.1M 0.02%
39,702
413
$2.1M 0.02%
25,670
414
$2.1M 0.02%
146,900
415
$2.09M 0.02%
63,643
416
$2.06M 0.02%
46,377
417
$2.06M 0.02%
30,837
418
$2.06M 0.02%
33,750
419
$2.04M 0.02%
27,454
420
$2.04M 0.02%
85,039
421
$2.03M 0.02%
62,081
422
$2.02M 0.02%
11,896
423
$2M 0.02%
14,239
424
$1.99M 0.02%
24,397
425
$1.98M 0.02%
19,483
15 16
17
18 19