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
$151M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$200K
3
+$193K
4
MTUS icon
Metallus
MTUS
+$185K
5
MLI icon
Mueller Industries
MLI
+$180K

Top Sells

1
+$572K
2
+$178K
3
+$159K
4
RIG icon
Transocean
RIG
+$152K
5
ADNT icon
Adient
ADNT
+$148K

Sector Composition

1 Technology 23.59%
2 Healthcare 16.38%
3 Financials 11.37%
4 Consumer Discretionary 3.98%
5 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+75
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24
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