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
$137M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.54M
3
+$3.52M
4
MRK icon
Merck
MRK
+$3.2M
5
BHP icon
BHP
BHP
+$3.12M

Top Sells

1
+$5.37M
2
+$4.3M
3
+$4.2M
4
EGOV
NIC Inc
EGOV
+$3.41M
5
CMS icon
CMS Energy
CMS
+$1.91M

Sector Composition

1 Technology 23.53%
2 Healthcare 15.09%
3 Financials 11.24%
4 Consumer Staples 4.33%
5 Consumer Discretionary 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31K 0.02%
510
152
$31K 0.02%
502
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$30K 0.02%
305
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$29K 0.02%
587
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$28K 0.02%
459
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$28K 0.02%
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157
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$27K 0.02%
+430
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$26K 0.02%
391
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$26K 0.02%
570
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$25K 0.02%
239
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$25K 0.02%
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163
$24K 0.02%
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164
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$21K 0.02%
235
169
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145
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170
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174
$18K 0.01%
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175
$18K 0.01%
108
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