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
$518M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.45M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.06M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$951K

Top Sells

1
+$2.34M
2
+$2.06M
3
+$1.73M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.64M

Sector Composition

1 Technology 9.03%
2 Financials 6.09%
3 Communication Services 3.83%
4 Consumer Discretionary 2.36%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$67.7K 0.01%
1,202
-8
327
$67.1K 0.01%
+1,314
328
$66.3K 0.01%
1,523
+731
329
$66K 0.01%
+3,552
330
$65.7K 0.01%
1,823
+1
331
$65.7K 0.01%
3,000
332
$65.5K 0.01%
4,664
+2,799
333
$64.2K 0.01%
349
+2
334
$63.7K 0.01%
1,243
+13
335
$62.6K 0.01%
538
+3
336
$62.5K 0.01%
+42
337
$62.4K 0.01%
3,917
338
$61.9K 0.01%
4,253
339
$61.7K 0.01%
3,807
+565
340
$60.3K 0.01%
2,950
341
$59.9K 0.01%
123
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342
$58.8K 0.01%
607
-1,046
343
$58.3K 0.01%
385
344
$58.2K 0.01%
1,198
+3
345
$57.1K 0.01%
770
+31
346
$57K 0.01%
261
+12
347
$56.9K 0.01%
392
+2
348
$56.9K 0.01%
729
349
$56.4K 0.01%
733
+44
350
$56.4K 0.01%
893
+8
12 13
14
15 16