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
$171M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.43M
3
+$3.38M
4
BG icon
Bunge Global
BG
+$3.36M
5
RDN icon
Radian Group
RDN
+$3.12M

Top Sells

1
+$2.85M
2
+$2.64M
3
+$2.43M
4
AAP icon
Advance Auto Parts
AAP
+$1.92M
5
COLB icon
Columbia Banking Systems
COLB
+$1.2M

Sector Composition

1 Technology 17.61%
2 Healthcare 10.5%
3 Consumer Discretionary 9.65%
4 Financials 8.04%
5 Consumer Staples 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59.5K 0.03%
932
102
$58.4K 0.03%
142
103
$57.8K 0.03%
658
104
$56.8K 0.03%
21,433
+16,500
105
$56.2K 0.03%
900
106
$54.6K 0.03%
545
+101
107
$53.8K 0.03%
850
-4
108
$48.5K 0.03%
2,565
109
$48K 0.03%
240
110
$46K 0.03%
277
111
$44.5K 0.03%
337
-17
112
$44.1K 0.03%
1,185
-61
113
$42.5K 0.02%
274
114
$41.5K 0.02%
400
115
$41.3K 0.02%
253
116
$38.2K 0.02%
870
117
$36.9K 0.02%
1,000
118
$34.9K 0.02%
502
119
$31.6K 0.02%
510
120
$29.6K 0.02%
565
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121
$29.5K 0.02%
72
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122
$29.2K 0.02%
478
123
$26.6K 0.02%
255
124
$23.8K 0.01%
632
-41
125
$23.4K 0.01%
68
3 4
5
6 7