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
1626
$29K ﹤0.01%
3,291
1627
$29K ﹤0.01%
220
1628
$29K ﹤0.01%
344
1629
$29K ﹤0.01%
190
1630
$29K ﹤0.01%
11,000
1631
$29K ﹤0.01%
1,995
1632
$28K ﹤0.01%
183
1633
$28K ﹤0.01%
316
1634
$28K ﹤0.01%
719
1635
$28K ﹤0.01%
379
1636
$28K ﹤0.01%
648
1637
$28K ﹤0.01%
702
1638
$28K ﹤0.01%
200
1639
$28K ﹤0.01%
1,156
1640
$28K ﹤0.01%
750
1641
$28K ﹤0.01%
690
1642
$28K ﹤0.01%
298
1643
$28K ﹤0.01%
3
1644
$28K ﹤0.01%
87
1645
$28K ﹤0.01%
2,000
1646
$28K ﹤0.01%
300
1647
$28K ﹤0.01%
1,342
1648
$28K ﹤0.01%
572
1649
$28K ﹤0.01%
3,000
1650
$28K ﹤0.01%
384