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
2026
$12K ﹤0.01%
244
2027
$12K ﹤0.01%
90
2028
$12K ﹤0.01%
480
2029
$12K ﹤0.01%
73
2030
$12K ﹤0.01%
442
2031
$12K ﹤0.01%
595
2032
$12K ﹤0.01%
235
2033
$12K ﹤0.01%
130
2034
$12K ﹤0.01%
62
2035
$12K ﹤0.01%
2,000
2036
$12K ﹤0.01%
375
2037
$11K ﹤0.01%
290
2038
$11K ﹤0.01%
728
2039
$11K ﹤0.01%
1,500
2040
$11K ﹤0.01%
305
2041
$11K ﹤0.01%
230
2042
$11K ﹤0.01%
1,124
2043
$11K ﹤0.01%
204
2044
$11K ﹤0.01%
397
2045
$11K ﹤0.01%
765
2046
$11K ﹤0.01%
95
2047
$11K ﹤0.01%
328
2048
$11K ﹤0.01%
140
2049
$11K ﹤0.01%
487
2050
$11K ﹤0.01%
850