CWA

Carolina Wealth Advisors Portfolio holdings

AUM $224M
1-Year Est. Return 4.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$340K
2
+$174K
3
+$152K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$89K
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$32.9K

Top Sells

1
+$620K
2
+$526K
3
+$521K
4
CMC icon
Commercial Metals
CMC
+$519K
5
OI icon
O-I Glass
OI
+$443K

Sector Composition

1 Technology 12.74%
2 Consumer Discretionary 12.61%
3 Financials 10.4%
4 Consumer Staples 6.74%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
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