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
1976
$13K ﹤0.01%
579
1977
$13K ﹤0.01%
109
1978
$13K ﹤0.01%
229
1979
$13K ﹤0.01%
733
1980
$13K ﹤0.01%
122
1981
$13K ﹤0.01%
400
1982
$13K ﹤0.01%
44
1983
$13K ﹤0.01%
100
1984
$13K ﹤0.01%
602
1985
$13K ﹤0.01%
72
1986
$13K ﹤0.01%
341
1987
$13K ﹤0.01%
330
1988
$13K ﹤0.01%
2,200
1989
$13K ﹤0.01%
297
1990
$13K ﹤0.01%
343
1991
$13K ﹤0.01%
467
1992
$13K ﹤0.01%
100
1993
$13K ﹤0.01%
232
1994
$13K ﹤0.01%
266
1995
$13K ﹤0.01%
320
1996
$13K ﹤0.01%
169
1997
$13K ﹤0.01%
96
1998
$13K ﹤0.01%
370
1999
$13K ﹤0.01%
558
2000
$13K ﹤0.01%
1,829