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
851
$230K ﹤0.01%
1,848
852
$229K ﹤0.01%
1,333
853
$229K ﹤0.01%
3,042
854
$229K ﹤0.01%
3,375
855
$229K ﹤0.01%
56
856
$228K ﹤0.01%
7,400
857
$228K ﹤0.01%
2,074
858
$227K ﹤0.01%
24,176
859
$227K ﹤0.01%
5,128
860
$227K ﹤0.01%
3,479
861
$225K ﹤0.01%
3,654
862
$224K ﹤0.01%
10,822
863
$224K ﹤0.01%
9,668
864
$224K ﹤0.01%
4,587
865
$224K ﹤0.01%
6,025
866
$223K ﹤0.01%
1,632
867
$223K ﹤0.01%
3,000
868
$223K ﹤0.01%
5,870
869
$222K ﹤0.01%
1,916
870
$222K ﹤0.01%
607
871
$221K ﹤0.01%
959
872
$219K ﹤0.01%
2,005
873
$219K ﹤0.01%
4,179
874
$218K ﹤0.01%
5,560
875
$218K ﹤0.01%
922
33 34
35
36 37