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
$158M
AUM Growth
-$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$2.88M
3
+$742K
4
BKE icon
Buckle
BKE
+$682K
5
BTU icon
Peabody Energy
BTU
+$642K

Top Sells

1
+$6.46M
2
+$5.12M
3
+$4.44M
4
T icon
AT&T
T
+$2.88M
5
STRA icon
Strategic Education
STRA
+$2.26M

Sector Composition

1 Technology 20.24%
2 Financials 14.42%
3 Healthcare 10.46%
4 Energy 4.99%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$11K 0.01%
50
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2,223
+100
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$7K ﹤0.01%
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50
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$6K ﹤0.01%
+315
200
$6K ﹤0.01%
74
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