CWA
Carolina Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+4.66%
1 Year Return
+12.37%
3 Year Return
+48.97%
5 Year Return
+108.47%
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
47.49%
Holding
189
New
188
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$13.9M |
| 2 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$6.29M |
| 3 |
Broadcom
AVGO
|
$4.34M |
| 4 |
EGOV
NIC Inc
EGOV
|
$4.1M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
$4.01M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.14% |
| 2 | Financials | 11.91% |
| 3 | Healthcare | 9.74% |
| 4 | Industrials | 9.42% |
| 5 | Consumer Discretionary | 7.06% |
