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
227
$1.29K ﹤0.01%
45
228
$1.25K ﹤0.01%
+25
229
$1.24K ﹤0.01%
88
230
$1.21K ﹤0.01%
31
231
$1.19K ﹤0.01%
243
232
$1.16K ﹤0.01%
48
233
$1.14K ﹤0.01%
120
234
$1.11K ﹤0.01%
15
+2
235
$1.02K ﹤0.01%
120
236
$941 ﹤0.01%
34
237
$777 ﹤0.01%
+50
238
$707 ﹤0.01%
+25
239
$705 ﹤0.01%
21
-21
240
$651 ﹤0.01%
+20
241
$637 ﹤0.01%
103
242
$617 ﹤0.01%
+10
243
$599 ﹤0.01%
10
244
$564 ﹤0.01%
11
-309
245
$547 ﹤0.01%
+120
246
$533 ﹤0.01%
40
247
$501 ﹤0.01%
+10
248
$477 ﹤0.01%
4
249
$447 ﹤0.01%
+30
250
$442 ﹤0.01%
31
+15
8 9
10
11 12