CWA
Carolina Wealth Advisors Portfolio holdings
AUM
$232M
1-Year Est. Return
6.72%
1 Year Est. Return
+6.72%
AUM
$232M
AUM Growth
+$28.8M
(+14%)
Holding
308
Top Buys
| 1 | +$18M | |
| 2 | +$12.6M | |
| 3 | +$9.79M | |
| 4 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$9.57M |
| 5 |
RPC Inc
RES
|
+$6M |
Top Sells
| 1 | +$24.3M | |
| 2 | +$8.86M | |
| 3 | +$7.24M | |
| 4 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$6.36M |
| 5 |
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
|
+$5.68M |
Sector Composition
| 1 | Consumer Discretionary | 13.67% |
| 2 | Technology | 13.27% |
| 3 | Financials | 7.36% |
| 4 | Industrials | 5.98% |
| 5 | Consumer Staples | 5.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
WIX.com
WIX
$5.22B
| – | – |
-7
|
|
||
302
W.R. Berkley
WRB
$27.7B
| – | – |
-21
|
|
||
303
Yum! Brands
YUM
$41.8B
| – | – |
-20
|
|
||
304
Yum China
YUMC
$17.3B
| – | – |
-23
|
|
||
|
ETH
305
Grayscale Ethereum Mini Trust ETF
ETH
$2.04B
| – | – |
-5
|
|
||
|
ETHE
306
Grayscale Ethereum Trust ETF
ETHE
$3.1B
| – | – |
-53
|
|
||
|
XYZ
307
Block Inc
XYZ
$39.1B
| – | – |
-36
|
|
||
|
MRP
308
Millrose Properties Inc
MRP
$5.02B
| – | – |
-15
|
|