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
$151M
AUM Growth
-$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$4.19M
3
+$1.78M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.33M
5
JEF icon
Jefferies Financial Group
JEF
+$1.09M

Top Sells

1
+$2.54M
2
+$721K
3
+$662K
4
STRA icon
Strategic Education
STRA
+$537K
5
SLM icon
SLM Corp
SLM
+$346K

Sector Composition

1 Technology 17.44%
2 Financials 14.02%
3 Healthcare 11.16%
4 Consumer Discretionary 10.7%
5 Industrials 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
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