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
2151
$9K ﹤0.01%
330
2152
$9K ﹤0.01%
200
2153
$9K ﹤0.01%
426
2154
$9K ﹤0.01%
138
2155
$9K ﹤0.01%
87
2156
$9K ﹤0.01%
309
2157
$9K ﹤0.01%
602
2158
$9K ﹤0.01%
187
2159
$9K ﹤0.01%
1,150
2160
$9K ﹤0.01%
450
2161
$9K ﹤0.01%
581
2162
$9K ﹤0.01%
1,000
2163
$8K ﹤0.01%
188
2164
$8K ﹤0.01%
174
2165
$8K ﹤0.01%
175
2166
$8K ﹤0.01%
117
2167
$8K ﹤0.01%
113
2168
$8K ﹤0.01%
108
2169
$8K ﹤0.01%
462
2170
$8K ﹤0.01%
250
2171
$8K ﹤0.01%
100
2172
$8K ﹤0.01%
269
2173
$8K ﹤0.01%
50
2174
$8K ﹤0.01%
225
2175
$8K ﹤0.01%
108