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CWA

Carolina Wealth Advisors Portfolio holdings

AUM $240M
1-Year Est. Return 7.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.73M
3
+$655K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$450K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$342K

Top Sells

1
+$3.7M
2
+$1.34M
3
+$1.02M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$498K
5
INFY icon
Infosys
INFY
+$461K

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 11.14%
3 Healthcare 9.55%
4 Financials 8.2%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$0 ﹤0.01%
15
252
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253
$0 ﹤0.01%
1
254
– –
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255
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4
256
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0
257
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258
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260
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261
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262
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0
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5
264
$0 ﹤0.01%
8
265
– –
-220
266
$0 ﹤0.01%
+60
7 8 9 10
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