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
$177M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.18M
3
+$4.07M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$2.08M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.42M

Top Sells

1
+$6.18M
2
+$3.75M
3
+$2.26M
4
CVCO icon
Cavco Industries
CVCO
+$694K
5
SMCI icon
Super Micro Computer
SMCI
+$579K

Sector Composition

1 Consumer Discretionary 12.02%
2 Technology 11.71%
3 Financials 10.65%
4 Consumer Staples 7.58%
5 Industrials 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.53K ﹤0.01%
105
177
$7.03K ﹤0.01%
60
178
$6.85K ﹤0.01%
30
179
$6.83K ﹤0.01%
498
180
$6.49K ﹤0.01%
33
181
$6.17K ﹤0.01%
2
182
$6.04K ﹤0.01%
51
183
$6.01K ﹤0.01%
133
184
$5.62K ﹤0.01%
75
185
$5.53K ﹤0.01%
+100
186
$5.41K ﹤0.01%
100
187
$5.27K ﹤0.01%
26
188
$5.26K ﹤0.01%
74
189
$5.01K ﹤0.01%
332
190
$4.84K ﹤0.01%
50
191
$4.62K ﹤0.01%
113
192
$4.56K ﹤0.01%
100
193
$4.5K ﹤0.01%
950
194
$4.49K ﹤0.01%
40
195
$4.36K ﹤0.01%
100
196
$4.34K ﹤0.01%
238
197
$4.24K ﹤0.01%
40
198
$4.15K ﹤0.01%
30
199
$4.14K ﹤0.01%
32
200
$3.92K ﹤0.01%
9
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8
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