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
201
$4.19K ﹤0.01%
8
202
$3.92K ﹤0.01%
9
203
$3.81K ﹤0.01%
6
204
$3.74K ﹤0.01%
17
205
$3.71K ﹤0.01%
16
206
$3.67K ﹤0.01%
20
207
$3.59K ﹤0.01%
55
208
$3.58K ﹤0.01%
70
209
$3.49K ﹤0.01%
29
210
$3.48K ﹤0.01%
7
211
$3.44K ﹤0.01%
30
-1
212
$3.42K ﹤0.01%
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$3.39K ﹤0.01%
16
214
$3.34K ﹤0.01%
30
215
$3.34K ﹤0.01%
43
216
$3.33K ﹤0.01%
37
217
$3.18K ﹤0.01%
7
218
$3.15K ﹤0.01%
20
219
$2.87K ﹤0.01%
6
220
$2.83K ﹤0.01%
10
221
$2.82K ﹤0.01%
25
222
$2.79K ﹤0.01%
11
223
$2.65K ﹤0.01%
+6
224
$2.64K ﹤0.01%
18
225
$2.33K ﹤0.01%
10
7 8
9
10 11