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
976
$159K ﹤0.01%
2,742
977
$159K ﹤0.01%
10,053
978
$158K ﹤0.01%
542
979
$157K ﹤0.01%
2,652
980
$157K ﹤0.01%
4,708
981
$156K ﹤0.01%
8,441
982
$156K ﹤0.01%
1,690
983
$155K ﹤0.01%
685
984
$155K ﹤0.01%
5,206
985
$155K ﹤0.01%
6,953
986
$154K ﹤0.01%
3,000
987
$154K ﹤0.01%
711
988
$154K ﹤0.01%
1,616
989
$154K ﹤0.01%
5,838
990
$153K ﹤0.01%
7,213
991
$152K ﹤0.01%
5,191
992
$151K ﹤0.01%
1,103
993
$151K ﹤0.01%
929
994
$150K ﹤0.01%
1,080
995
$149K ﹤0.01%
15,003
996
$149K ﹤0.01%
6,584
997
$149K ﹤0.01%
1,848
998
$148K ﹤0.01%
9,352
999
$147K ﹤0.01%
1,335
1000
$146K ﹤0.01%
33,550
38 39
40
41 42