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
176
$5.2K ﹤0.01%
280
177
$5.19K ﹤0.01%
26
178
$5.19K ﹤0.01%
23
179
$5.17K ﹤0.01%
40
180
$5.06K ﹤0.01%
50
181
$5.04K ﹤0.01%
100
182
$4.9K ﹤0.01%
332
183
$4.53K ﹤0.01%
100
184
$4.35K ﹤0.01%
77
+17
185
$4.33K ﹤0.01%
100
186
$4.25K ﹤0.01%
315
-28,278
187
$4.22K ﹤0.01%
113
188
$4.15K ﹤0.01%
227
-20,391
189
$4.14K ﹤0.01%
9
190
$3.96K ﹤0.01%
116
191
$3.73K ﹤0.01%
46
192
$3.72K ﹤0.01%
40
193
$3.69K ﹤0.01%
30
194
$3.64K ﹤0.01%
10
195
$3.64K ﹤0.01%
27
196
$3.63K ﹤0.01%
157
-13,967
197
$3.54K ﹤0.01%
85
198
$3.45K ﹤0.01%
380
+80
199
$3.45K ﹤0.01%
124
-11,003
200
$3.38K ﹤0.01%
251
-25
6 7
8
9 10