CWA

Carolina Wealth Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 6.72%
This Quarter Est. Return
1 Year Est. Return
+6.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$3.66M
2 +$3.43M
3 +$3.38M
4
BG icon
Bunge Global
BG
+$3.36M
5
RDN icon
Radian Group
RDN
+$3.12M

Top Sells

1 +$2.85M
2 +$2.64M
3 +$2.43M
4
AAP icon
Advance Auto Parts
AAP
+$1.92M
5
COLB icon
Columbia Banking Systems
COLB
+$1.2M

Sector Composition

1 Technology 17.61%
2 Healthcare 10.5%
3 Consumer Discretionary 9.65%
4 Financials 8.04%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.29K ﹤0.01%
24
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45
228
$1.25K ﹤0.01%
+25
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88
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31
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$1.19K ﹤0.01%
243
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$1.16K ﹤0.01%
48
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$1.14K ﹤0.01%
120
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15
+2
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$1.02K ﹤0.01%
120
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$941 ﹤0.01%
34
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$777 ﹤0.01%
+50
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+25
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$637 ﹤0.01%
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$477 ﹤0.01%
4
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31
+15