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

Top Buys

1
+$6.36M
2
+$6.28M
3
+$6.28M
4
BLMN icon
Bloomin' Brands
BLMN
+$5.64M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.35M

Top Sells

1
+$7.51M
2
+$7.42M
3
+$7.33M
4
AVGO icon
Broadcom
AVGO
+$2.83M
5
SSTK icon
Shutterstock
SSTK
+$832K

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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