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
$185M
AUM Growth
-$480K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.41M
3
+$5.83M
4
BLMN icon
Bloomin' Brands
BLMN
+$3.81M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.37M

Top Sells

1
+$7.63M
2
+$7.33M
3
+$6.89M
4
AVGO icon
Broadcom
AVGO
+$2.24M
5
SSTK icon
Shutterstock
SSTK
+$605K

Sector Composition

1 Consumer Discretionary 13.91%
2 Technology 10.44%
3 Financials 7.3%
4 Industrials 6.68%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.7K ﹤0.01%
46
152
$7.68K ﹤0.01%
63
153
$7.67K ﹤0.01%
13
154
$7.53K ﹤0.01%
126
155
$7.45K ﹤0.01%
81
156
$7.27K ﹤0.01%
15
157
$7.16K ﹤0.01%
+116
158
$7.14K ﹤0.01%
+45
159
$7.14K ﹤0.01%
122
160
$6.96K ﹤0.01%
+19
161
$6.93K ﹤0.01%
89
162
$6.93K ﹤0.01%
74
163
$6.91K ﹤0.01%
150
164
$6.85K ﹤0.01%
+22
165
$6.84K ﹤0.01%
125
166
$6.77K ﹤0.01%
58
167
$6.77K ﹤0.01%
29
168
$6.74K ﹤0.01%
+70
169
$6.71K ﹤0.01%
+79
170
$6.69K ﹤0.01%
+95
171
$6.37K ﹤0.01%
48
172
$6.33K ﹤0.01%
+75
173
$6.29K ﹤0.01%
35
174
$6.27K ﹤0.01%
48
175
$6.25K ﹤0.01%
31
5 6
7
8 9