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
951
$172K ﹤0.01%
2,286
952
$172K ﹤0.01%
4,320
953
$171K ﹤0.01%
5,192
954
$171K ﹤0.01%
4,530
955
$171K ﹤0.01%
1,322
956
$170K ﹤0.01%
1,038
957
$169K ﹤0.01%
6,475
958
$169K ﹤0.01%
3,321
959
$167K ﹤0.01%
1,272
960
$167K ﹤0.01%
1,428
961
$167K ﹤0.01%
9,588
962
$166K ﹤0.01%
1,543
963
$166K ﹤0.01%
849
964
$166K ﹤0.01%
6,205
965
$165K ﹤0.01%
4,800
966
$164K ﹤0.01%
1,456
967
$164K ﹤0.01%
2,828
968
$162K ﹤0.01%
866
969
$162K ﹤0.01%
3,500
970
$161K ﹤0.01%
5,726
971
$161K ﹤0.01%
5,327
972
$161K ﹤0.01%
664
973
$160K ﹤0.01%
11,181
974
$160K ﹤0.01%
3,679
975
$160K ﹤0.01%
1,018
37 38
39
40 41