CWA
Carolina Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+2.43%
1 Year Return
+12.37%
3 Year Return
+48.97%
5 Year Return
+108.47%
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(-2.7%)
Cap. Flow
-$6.86M
Cap. Flow
% of AUM
-4.13%
Top 10 Holdings %
Top 10 Hldgs %
52.63%
Holding
303
New
27
Increased
73
Reduced
31
Closed
47
Top Buys
| 1 |
Radian Group
RDN
|
$1.77M |
| 2 |
Packaging Corp of America
PKG
|
$1.61M |
| 3 |
Williams-Sonoma
WSM
|
$1.46M |
| 4 |
Bunge Global
BG
|
$1.37M |
| 5 |
Conagra Brands
CAG
|
$1.36M |
Top Sells
| 1 |
Logitech
LOGI
|
$6.24M |
| 2 |
Upbound Group
UPBD
|
$2.5M |
| 3 |
Buckle
BKE
|
$1.52M |
| 4 |
Coterra Energy
CTRA
|
$1.33M |
| 5 |
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% |