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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$6.29M
3
+$4.33M
4
EGOV
NIC Inc
EGOV
+$4.09M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$4.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.14%
2 Financials 11.91%
3 Healthcare 9.74%
4 Industrials 9.42%
5 Consumer Discretionary 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K ﹤0.01%
+23
177
$1K ﹤0.01%
+29
178
$1K ﹤0.01%
+21
179
$0 ﹤0.01%
+1
180
– –
0
181
$0 ﹤0.01%
+60
182
$0 ﹤0.01%
+15
183
$0 ﹤0.01%
+15
184
$0 ﹤0.01%
+4
185
$0 ﹤0.01%
+47
186
$0 ﹤0.01%
+5
187
$0 ﹤0.01%
+8
188
$0 ﹤0.01%
+1
189
$0 ﹤0.01%
+100
4 5 6 7
8