CWC

Carolinas Wealth Consulting Portfolio holdings

AUM $465M
1-Year Est. Return 8.53%
This Quarter Est. Return
1 Year Est. Return
+8.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$460M
AUM Growth
+$58.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Sells

1 +$2.52M
2 +$1.3M
3 +$1.24M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$990K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$601K

Sector Composition

1 Technology 8.71%
2 Financials 6.02%
3 Communication Services 3.22%
4 Consumer Discretionary 2.59%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$88.5K 0.02%
6,678
+256
252
$88.3K 0.02%
2,223
253
$88K 0.02%
5,885
254
$87.3K 0.02%
1,042
+9
255
$87.1K 0.02%
376
-48
256
$87K 0.02%
1,417
257
$86.3K 0.02%
9,342
258
$85.9K 0.02%
144
+53
259
$85.9K 0.02%
13,149
260
$84.6K 0.02%
4,296
+12
261
$83.7K 0.02%
1,556
+6
262
$83.5K 0.02%
1,850
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263
$83.1K 0.02%
1,207
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$82.5K 0.02%
179
265
$81.5K 0.02%
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$80.4K 0.02%
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$79.7K 0.02%
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$79.2K 0.02%
4,911
269
$79.1K 0.02%
1,214
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$78.6K 0.02%
1,555
+12
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$78.3K 0.02%
4,475
272
$78.1K 0.02%
1,587
+48
273
$78K 0.02%
778
+48
274
$76.3K 0.02%
800
275
$76.2K 0.02%
1,000