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
$148M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$492K
3
+$333K
4
PFE icon
Pfizer
PFE
+$292K
5
INFY icon
Infosys
INFY
+$273K

Top Sells

1
+$304K
2
+$130K
3
+$114K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$109K
5
WLY icon
John Wiley & Sons Class A
WLY
+$104K

Sector Composition

1 Technology 23.37%
2 Healthcare 15.86%
3 Financials 11.11%
4 Consumer Discretionary 3.93%
5 Consumer Staples 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3K ﹤0.01%
39
252
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34
-84
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40
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120
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7
+2
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+15
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95
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+55
260
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261
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+21
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-3
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$2K ﹤0.01%
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271
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272
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+31
273
$1K ﹤0.01%
10
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$1K ﹤0.01%
41
275
$1K ﹤0.01%
100
9 10
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12 13