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
$186M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$190K
3
+$183K
4
ADSK icon
Autodesk
ADSK
+$181K
5
CAH icon
Cardinal Health
CAH
+$176K

Top Sells

1
+$2.51M
2
+$875K
3
+$705K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$582K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$537K

Sector Composition

1 Consumer Discretionary 17.71%
2 Financials 10.68%
3 Technology 9%
4 Industrials 7.14%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.1K ﹤0.01%
6
-20
227
$3.06K ﹤0.01%
36
228
$2.92K ﹤0.01%
30
229
$2.81K ﹤0.01%
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230
$2.69K ﹤0.01%
+25
231
$2.68K ﹤0.01%
20
232
$2.58K ﹤0.01%
10
233
$2.55K ﹤0.01%
47
234
$2.51K ﹤0.01%
16
235
$2.51K ﹤0.01%
13
236
$2.3K ﹤0.01%
196
237
$2.29K ﹤0.01%
40
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$2.28K ﹤0.01%
11
239
$2.23K ﹤0.01%
13
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$2.06K ﹤0.01%
11
241
$1.97K ﹤0.01%
47
242
$1.89K ﹤0.01%
4
243
$1.7K ﹤0.01%
+50
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$1.7K ﹤0.01%
+1
245
$1.7K ﹤0.01%
4
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$1.69K ﹤0.01%
10
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$1.65K ﹤0.01%
4
248
$1.54K ﹤0.01%
+25
249
$1.5K ﹤0.01%
7
250
$1.44K ﹤0.01%
8
8 9
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11 12