CWA
Carolina Wealth Advisors Portfolio holdings
AUM
$203M
1-Year Return
12.37%
This Quarter Return
-4.34%
1 Year Return
+12.37%
3 Year Return
+48.97%
5 Year Return
+108.47%
10 Year Return
–
AUM
$127M
AUM Growth
-$24M
(-16%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-13.73%
Top 10 Holdings %
Top 10 Hldgs %
51.6%
Holding
324
New
5
Increased
84
Reduced
9
Closed
29
Top Buys
Top Sells
| 1 |
H&R Block
HRB
|
$5.32M |
| 2 |
First American
FAF
|
$4.27M |
| 3 |
Jefferies Financial Group
JEF
|
$3.99M |
| 4 |
Ericsson
ERIC
|
$3.28M |
| 5 |
CF Industries
CF
|
$734K |
Sector Composition
| 1 | Technology | 17.11% |
| 2 | Healthcare | 12.42% |
| 3 | Financials | 9.48% |
| 4 | Consumer Discretionary | 8.46% |
| 5 | Industrials | 5.35% |
