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
$166M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.61M
3
+$1.46M
4
BG icon
Bunge Global
BG
+$1.37M
5
CAG icon
Conagra Brands
CAG
+$1.36M

Top Sells

1
+$6.24M
2
+$2.5M
3
+$1.52M
4
CTRA icon
Coterra Energy
CTRA
+$1.33M
5
NTAP icon
NetApp
NTAP
+$1.17M

Sector Composition

1 Technology 13.62%
2 Consumer Discretionary 10.68%
3 Healthcare 10.1%
4 Financials 9.31%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.01K ﹤0.01%
243
227
$956 ﹤0.01%
34
228
$882 ﹤0.01%
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-2
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120
231
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$210 ﹤0.01%
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$76 ﹤0.01%
+1
8 9
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