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
$137M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.54M
3
+$3.52M
4
MRK icon
Merck
MRK
+$3.2M
5
BHP icon
BHP
BHP
+$3.12M

Top Sells

1
+$5.37M
2
+$4.3M
3
+$4.2M
4
EGOV
NIC Inc
EGOV
+$3.41M
5
CMS icon
CMS Energy
CMS
+$1.91M

Sector Composition

1 Technology 23.53%
2 Healthcare 15.09%
3 Financials 11.24%
4 Consumer Staples 4.33%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
24
277
$2K ﹤0.01%
61
278
$2K ﹤0.01%
+12
279
$2K ﹤0.01%
+88
280
$2K ﹤0.01%
+25
281
$2K ﹤0.01%
46
+23
282
$2K ﹤0.01%
120
283
$2K ﹤0.01%
5
284
$2K ﹤0.01%
7
285
$2K ﹤0.01%
158
286
$2K ﹤0.01%
+28
287
$2K ﹤0.01%
+31
288
$2K ﹤0.01%
65
289
$2K ﹤0.01%
221
+100
290
$1K ﹤0.01%
50
291
$1K ﹤0.01%
243
292
$1K ﹤0.01%
10
293
$1K ﹤0.01%
41
+4
294
$1K ﹤0.01%
+100
295
$1K ﹤0.01%
2
296
$1K ﹤0.01%
21
297
$1K ﹤0.01%
40
298
$1K ﹤0.01%
60
299
$1K ﹤0.01%
10
300
$1K ﹤0.01%
34
-16
10 11
12
13 14