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
126
$21.4K 0.01%
146
127
$20.8K 0.01%
200
128
$20.7K 0.01%
416
-25
129
$19.8K 0.01%
42
130
$19.5K 0.01%
298
131
$19.4K 0.01%
235
132
$19.3K 0.01%
360
-140
133
$19K 0.01%
306
134
$18.4K 0.01%
150
135
$18.1K 0.01%
620
136
$17.6K 0.01%
1,395
137
$16.6K 0.01%
218
-61
138
$15.5K 0.01%
785
-60
139
$15.3K 0.01%
114
140
$15.1K 0.01%
508
+43
141
$14.9K 0.01%
539
+57
142
$14.8K 0.01%
70
143
$13.6K 0.01%
60
144
$13.4K 0.01%
37
145
$13.2K 0.01%
800
146
$12.9K 0.01%
99
+14
147
$12.3K 0.01%
3,835
148
$12.3K 0.01%
561
+90
149
$11.1K 0.01%
400
150
$10K 0.01%
225
4 5
6
7 8