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
$171M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$3.52M
3
+$3.42M
4
PKG icon
Packaging Corp of America
PKG
+$3.31M
5
RDN icon
Radian Group
RDN
+$3.01M

Top Sells

1
+$2.88M
2
+$2.64M
3
+$2.55M
4
AAP icon
Advance Auto Parts
AAP
+$2.21M
5
COLB icon
Columbia Banking Systems
COLB
+$1.56M

Sector Composition

1 Technology 17.61%
2 Healthcare 10.5%
3 Consumer Discretionary 9.65%
4 Financials 8.04%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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