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
$114M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$807K
3
+$751K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$352K
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$202K

Top Sells

1
+$2.2M
2
+$1.16M
3
+$71.4K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$45.9K
5
FAST icon
Fastenal
FAST
+$25.1K

Sector Composition

1 Technology 21.22%
2 Consumer Discretionary 13.61%
3 Healthcare 9.88%
4 Financials 8.11%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
+200
177
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20
178
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200
179
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180
$3K ﹤0.01%
61
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119
-452
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102
183
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+113
184
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21
185
$3K ﹤0.01%
250
186
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27
187
$3K ﹤0.01%
70
188
$3K ﹤0.01%
+23
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10
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$2K ﹤0.01%
121
191
$2K ﹤0.01%
+52
192
$2K ﹤0.01%
50
193
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24
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$2K ﹤0.01%
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195
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+39
196
$2K ﹤0.01%
+25
197
$2K ﹤0.01%
+710
198
$2K ﹤0.01%
+40
199
$2K ﹤0.01%
+54
200
$2K ﹤0.01%
27
6 7
8
9 10