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
$124M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.75M
3
+$661K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$477K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$344K

Top Sells

1
+$4.23M
2
+$1.64M
3
+$1.11M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$556K
5
INFY icon
Infosys
INFY
+$510K

Sector Composition

1 Technology 23.7%
2 Consumer Discretionary 11.14%
3 Healthcare 9.55%
4 Financials 8.2%
5 Industrials 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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+360
77
$49K 0.04%
7,018
78
$48K 0.04%
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$45K 0.04%
257
80
$43K 0.03%
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81
$40K 0.03%
908
82
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420
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83
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+135
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85
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$35K 0.03%
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93
$33K 0.03%
604
94
$32K 0.03%
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95
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$31K 0.02%
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98
$31K 0.02%
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$30K 0.02%
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100
$30K 0.02%
4,246
2 3
4
5 6