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
$185M
AUM Growth
-$480K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.41M
3
+$5.83M
4
BLMN icon
Bloomin' Brands
BLMN
+$3.81M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.37M

Top Sells

1
+$7.63M
2
+$7.33M
3
+$6.89M
4
AVGO icon
Broadcom
AVGO
+$2.24M
5
SSTK icon
Shutterstock
SSTK
+$605K

Sector Composition

1 Consumer Discretionary 13.91%
2 Technology 10.44%
3 Financials 7.3%
4 Industrials 6.68%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.16K ﹤0.01%
100
177
$6.14K ﹤0.01%
26
178
$6.12K ﹤0.01%
62
179
$6.1K ﹤0.01%
25
180
$6.04K ﹤0.01%
20
181
$6.02K ﹤0.01%
46
182
$5.82K ﹤0.01%
33
183
$5.81K ﹤0.01%
10
184
$5.68K ﹤0.01%
+166
185
$5.65K ﹤0.01%
58
186
$5.61K ﹤0.01%
74
187
$5.53K ﹤0.01%
3
188
$5.5K ﹤0.01%
50
189
$5.36K ﹤0.01%
148
190
$5.05K ﹤0.01%
11
191
$4.93K ﹤0.01%
88
192
$4.76K ﹤0.01%
20
-886
193
$4.76K ﹤0.01%
7
194
$4.76K ﹤0.01%
67
195
$4.62K ﹤0.01%
17
196
$4.62K ﹤0.01%
11
197
$4.52K ﹤0.01%
8
198
$4.46K ﹤0.01%
18
199
$4.46K ﹤0.01%
9
200
$4.33K ﹤0.01%
45
6 7
8
9 10