CWA
Carolina Wealth Advisors Portfolio holdings
AUM
$203M
This Quarter Return
+2.89%
1 Year Return
+12.37%
3 Year Return
+48.97%
5 Year Return
+108.47%
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+7.6%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
6.2%
Top 10 Holdings %
Top 10 Hldgs %
51.2%
Holding
290
New
42
Increased
51
Reduced
55
Closed
15
Top Buys
| 1 |
Conagra Brands
CAG
|
$3.66M |
| 2 |
Williams-Sonoma
WSM
|
$3.43M |
| 3 |
Packaging Corp of America
PKG
|
$3.38M |
| 4 |
Bunge Global
BG
|
$3.36M |
| 5 |
Radian Group
RDN
|
$3.12M |
Top Sells
| 1 |
NetApp
NTAP
|
$2.85M |
| 2 |
Coterra Energy
CTRA
|
$2.64M |
| 3 |
Upbound Group
UPBD
|
$2.43M |
| 4 |
Advance Auto Parts
AAP
|
$1.92M |
| 5 |
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% |
