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
576
$909K 0.01%
22,501
577
$909K 0.01%
49,767
578
$896K 0.01%
13,357
579
$893K 0.01%
49,986
580
$893K 0.01%
13,017
581
$890K 0.01%
10,812
582
$889K 0.01%
18,173
583
$888K 0.01%
12,614
584
$874K 0.01%
9,847
585
$870K 0.01%
14,275
586
$867K 0.01%
4,010
587
$866K 0.01%
26,816
588
$859K 0.01%
48,957
589
$858K 0.01%
17,292
590
$854K 0.01%
16,230
591
$854K 0.01%
13,874
592
$840K 0.01%
26,190
593
$836K 0.01%
53,719
594
$835K 0.01%
2,309
595
$829K 0.01%
13,117
596
$823K 0.01%
20,155
597
$823K 0.01%
13,507
598
$821K 0.01%
10,761
599
$818K 0.01%
3,772
600
$806K 0.01%
10,169
22 23
24
25 26