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
$171M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.43M
3
+$3.38M
4
BG icon
Bunge Global
BG
+$3.36M
5
RDN icon
Radian Group
RDN
+$3.12M

Top Sells

1
+$2.85M
2
+$2.64M
3
+$2.43M
4
AAP icon
Advance Auto Parts
AAP
+$1.92M
5
COLB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.73K 0.01%
32
152
$9.7K 0.01%
50
153
$9.13K 0.01%
57
154
$8.9K 0.01%
238
155
$8.82K 0.01%
90
156
$7.63K ﹤0.01%
105
157
$7.59K ﹤0.01%
150
158
$7.42K ﹤0.01%
33
159
$7.18K ﹤0.01%
51
160
$7.17K ﹤0.01%
30
161
$7.1K ﹤0.01%
20
162
$6.92K ﹤0.01%
+950
163
$6.88K ﹤0.01%
60
164
$6.86K ﹤0.01%
50
165
$6.56K ﹤0.01%
33
166
$6.24K ﹤0.01%
136
-12,122
167
$6.22K ﹤0.01%
75
168
$5.99K ﹤0.01%
60
169
$5.92K ﹤0.01%
+29
170
$5.88K ﹤0.01%
120
-12
171
$5.71K ﹤0.01%
563
-35
172
$5.56K ﹤0.01%
74
173
$5.34K ﹤0.01%
140
174
$5.3K ﹤0.01%
2
175
$5.28K ﹤0.01%
133
5 6
7
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