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

Top Buys

1
+$6.58M
2
+$6.41M
3
+$5.83M
4
BLMN icon
Bloomin' Brands
BLMN
+$3.81M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.37M

Top Sells

1
+$7.63M
2
+$7.33M
3
+$6.89M
4
AVGO icon
Broadcom
AVGO
+$2.24M
5
SSTK icon
Shutterstock
SSTK
+$605K

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
in Stake 		Capital Flow
101
$32.3K 0.02%
451
+101
102
$29.1K 0.02%
881
-230,749
103
$28.3K 0.02%
508
+33
104
$27.8K 0.02%
180
105
$26.8K 0.01%
649
106
$26.6K 0.01%
115
107
$26.2K 0.01%
235
108
$25.2K 0.01%
241
109
$24.9K 0.01%
71
110
$24.3K 0.01%
86
+25
111
$23.7K 0.01%
76
112
$22.6K 0.01%
230
113
$22.5K 0.01%
1,969
+501
114
$21.7K 0.01%
280
115
$20.8K 0.01%
347
+122
116
$18.7K 0.01%
20
117
$17.8K 0.01%
127
118
$17.4K 0.01%
102
119
$17.4K 0.01%
131
+80
120
$17.2K 0.01%
63
+40
121
$15.7K 0.01%
140
+65
122
$15.5K 0.01%
134
123
$15.3K 0.01%
235
124
$12.9K 0.01%
135
125
$12.9K 0.01%
61
3 4
5
6 7