CWA
Carolina Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
12.37%
This Quarter Return
+18.93%
1 Year Return
+12.37%
3 Year Return
+48.97%
5 Year Return
+108.47%
10 Year Return
–
AUM
$103M
AUM Growth
+$16.9M
(+20%)
Cap. Flow
+$3.12M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
44.78%
Holding
193
New
11
Increased
54
Reduced
10
Closed
8
Top Buys
| 1 |
Automatic Data Processing
ADP
|
$2.52M |
| 2 |
Home Depot
HD
|
$454K |
| 3 |
Schwab US TIPS ETF
SCHP
|
$198K |
| 4 |
AbbVie
ABBV
|
$125K |
| 5 |
Eli Lilly
LLY
|
$96.2K |
Top Sells
| 1 |
Hanesbrands
HBI
|
$1.25M |
| 2 |
Zions Bancorporation
ZION
|
$276K |
| 3 |
ISBC
Investors Bancorp, Inc.
ISBC
|
$214K |
| 4 |
CARO
Carolina Financial Corp.
CARO
|
$91K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$16K |
Sector Composition
| 1 | Technology | 19.45% |
| 2 | Consumer Discretionary | 11.95% |
| 3 | Healthcare | 10.74% |
| 4 | Financials | 10.66% |
| 5 | Industrials | 7.39% |
