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
$185M
AUM Growth
-$480K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.41M
3
+$5.83M
4
BLMN icon
Bloomin' Brands
BLMN
+$3.81M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.37M

Top Sells

1
+$7.63M
2
+$7.33M
3
+$6.89M
4
AVGO icon
Broadcom
AVGO
+$2.24M
5
SSTK icon
Shutterstock
SSTK
+$605K

Sector Composition

1 Consumer Discretionary 13.91%
2 Technology 10.44%
3 Financials 7.3%
4 Industrials 6.68%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
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