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
$137M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.54M
3
+$3.52M
4
MRK icon
Merck
MRK
+$3.2M
5
BHP icon
BHP
BHP
+$3.12M

Top Sells

1
+$5.37M
2
+$4.3M
3
+$4.2M
4
EGOV
NIC Inc
EGOV
+$3.41M
5
CMS icon
CMS Energy
CMS
+$1.91M

Sector Composition

1 Technology 23.53%
2 Healthcare 15.09%
3 Financials 11.24%
4 Consumer Staples 4.33%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$93K 0.07%
+26,251
102
$88K 0.06%
373
+60
103
$86K 0.06%
800
104
$86K 0.06%
+153
105
$84K 0.06%
+1,136
106
$76K 0.06%
539
+25
107
$76K 0.06%
+2,432
108
$75K 0.05%
+3,253
109
$74K 0.05%
5,168
+3,045
110
$72K 0.05%
6,280
+6,233
111
$71K 0.05%
+1,194
112
$70K 0.05%
469
113
$69K 0.05%
+3,969
114
$69K 0.05%
548
115
$69K 0.05%
1,135
+531
116
$68K 0.05%
+4,083
117
$68K 0.05%
+4,464
118
$68K 0.05%
+2,501
119
$67K 0.05%
+1,888
120
$67K 0.05%
+1,518
121
$66K 0.05%
379
-24,093
122
$66K 0.05%
1,153
+1,138
123
$66K 0.05%
8,894
+4,648
124
$64K 0.05%
+4,827
125
$62K 0.05%
+1,201
3 4
5
6 7