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
$177M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.93M
3
+$4.75M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.21M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.45M

Top Sells

1
+$6.47M
2
+$3.94M
3
+$2.35M
4
CVCO icon
Cavco Industries
CVCO
+$694K
5
SMCI icon
Super Micro Computer
SMCI
+$579K

Sector Composition

1 Consumer Discretionary 12.02%
2 Technology 11.71%
3 Financials 10.65%
4 Consumer Staples 7.58%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
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