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
201
$3.27K ﹤0.01%
10
202
$3.08K ﹤0.01%
11
203
$3.04K ﹤0.01%
40
204
$3.01K ﹤0.01%
+8
205
$3.01K ﹤0.01%
291
-26,128
206
$2.96K ﹤0.01%
29
207
$2.78K ﹤0.01%
85
208
$2.65K ﹤0.01%
40
209
$2.64K ﹤0.01%
16
210
$2.58K ﹤0.01%
+28
211
$2.55K ﹤0.01%
12
212
$2.54K ﹤0.01%
137
-12,189
213
$2.35K ﹤0.01%
39
214
$2.29K ﹤0.01%
183
-16,344
215
$2.22K ﹤0.01%
61
216
$2.15K ﹤0.01%
90
217
$2.12K ﹤0.01%
33
218
$1.78K ﹤0.01%
60
219
$1.58K ﹤0.01%
50
220
$1.55K ﹤0.01%
+100
221
$1.49K ﹤0.01%
155
222
$1.41K ﹤0.01%
17
223
$1.38K ﹤0.01%
10
224
$1.37K ﹤0.01%
18
225
$1.3K ﹤0.01%
248
7 8
9
10 11