CWA
Carolina Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
12.37%
This Quarter Return
-10.38%
1 Year Return
+12.37%
3 Year Return
+48.97%
5 Year Return
+108.47%
10 Year Return
–
AUM
$151M
AUM Growth
-$6.96M
(-4.4%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
7.49%
Top 10 Holdings %
Top 10 Hldgs %
45.67%
Holding
335
New
10
Increased
86
Reduced
34
Closed
16
Top Buys
| 1 |
Advance Auto Parts
AAP
|
$3.81M |
| 2 |
Buckle
BKE
|
$3.7M |
| 3 |
Upbound Group
UPBD
|
$1.39M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.28M |
| 5 |
Jefferies Financial Group
JEF
|
$975K |
Top Sells
| 1 |
Coterra Energy
CTRA
|
$2.16M |
| 2 |
Broadcom
AVGO
|
$624K |
| 3 |
Infosys
INFY
|
$616K |
| 4 |
Strategic Education
STRA
|
$537K |
| 5 |
SLM Corp
SLM
|
$346K |
Sector Composition
| 1 | Technology | 17.44% |
| 2 | Financials | 14.02% |
| 3 | Healthcare | 11.16% |
| 4 | Consumer Discretionary | 10.7% |
| 5 | Industrials | 4.91% |
