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
126
$12.8K 0.01%
41
127
$12.4K 0.01%
237
128
$12.4K 0.01%
+200
129
$12.3K 0.01%
464
+30
130
$12.1K 0.01%
372
-69
131
$11.8K 0.01%
44
132
$11.7K 0.01%
339
-14
133
$11.3K 0.01%
110
134
$11.2K 0.01%
198
135
$11.1K 0.01%
8
136
$11.1K 0.01%
72
+44
137
$10.4K 0.01%
84
138
$10.2K 0.01%
+20
139
$10.1K 0.01%
15
140
$9.52K 0.01%
150
-34
141
$9.4K 0.01%
30
142
$8.93K ﹤0.01%
+20
143
$8.88K ﹤0.01%
27
144
$8.81K ﹤0.01%
25
145
$8.77K ﹤0.01%
60
146
$8.51K ﹤0.01%
81
147
$8.5K ﹤0.01%
89
148
$8.11K ﹤0.01%
113
149
$7.78K ﹤0.01%
29
150
$7.76K ﹤0.01%
98
4 5
6
7 8