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
$185M
AUM Growth
-$480K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.41M
3
+$5.83M
4
BLMN icon
Bloomin' Brands
BLMN
+$3.81M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.37M

Top Sells

1
+$7.63M
2
+$7.33M
3
+$6.89M
4
AVGO icon
Broadcom
AVGO
+$2.24M
5
SSTK icon
Shutterstock
SSTK
+$605K

Sector Composition

1 Consumer Discretionary 13.91%
2 Technology 10.44%
3 Financials 7.3%
4 Industrials 6.68%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.29K ﹤0.01%
13
227
$2.28K ﹤0.01%
47
228
$1.96K ﹤0.01%
16
229
$1.96K ﹤0.01%
36
230
$1.95K ﹤0.01%
1
231
$1.94K ﹤0.01%
40
232
$1.88K ﹤0.01%
4
233
$1.86K ﹤0.01%
4
234
$1.73K ﹤0.01%
10
235
$1.72K ﹤0.01%
13
236
$1.72K ﹤0.01%
47
237
$1.68K ﹤0.01%
4
238
$1.67K ﹤0.01%
50
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$1.67K ﹤0.01%
21
240
$1.49K ﹤0.01%
21
241
$1.38K ﹤0.01%
4
242
$1.38K ﹤0.01%
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$1.27K ﹤0.01%
50
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$1.2K ﹤0.01%
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245
$1.15K ﹤0.01%
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246
$1.15K ﹤0.01%
9
247
$1.14K ﹤0.01%
7
248
$1.11K ﹤0.01%
3
249
$1.1K ﹤0.01%
2
250
$1.05K ﹤0.01%
3
8 9
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