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
601
$804K 0.01%
3,423
602
$787K 0.01%
7,065
603
$785K 0.01%
14,896
604
$784K 0.01%
26,090
605
$771K 0.01%
8,945
606
$769K 0.01%
13,002
607
$765K 0.01%
21,056
608
$756K 0.01%
6,483
609
$755K 0.01%
12,228
610
$753K 0.01%
8,256
611
$746K 0.01%
2,698
612
$742K 0.01%
17,625
613
$734K 0.01%
6,002
614
$728K 0.01%
31,950
615
$724K 0.01%
9,023
616
$718K 0.01%
10,151
617
$718K 0.01%
12,928
618
$710K 0.01%
25,252
619
$704K 0.01%
17,570
620
$703K 0.01%
21,722
621
$702K 0.01%
19,811
622
$692K 0.01%
5,849
623
$691K 0.01%
89,310
624
$687K 0.01%
18,515
625
$675K 0.01%
19,716
23 24
25
26 27