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
$166M
AUM Growth
-$4.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1 +$1.77M
2 +$1.61M
3 +$1.46M
4
BG icon
Bunge Global
BG
+$1.37M
5
CAG icon
Conagra Brands
CAG
+$1.36M

Top Sells

1 +$6.24M
2 +$2.5M
3 +$1.52M
4
CTRA icon
Coterra Energy
CTRA
+$1.33M
5
NTAP icon
NetApp
NTAP
+$1.17M

Sector Composition

1 Technology 13.62%
2 Consumer Discretionary 10.68%
3 Healthcare 10.1%
4 Financials 9.31%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-9
302
-6,465