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
$254M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.76M
3
+$4.72M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.05M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.18M

Top Sells

1
+$1.67M
2
+$1.62M
3
+$1.33M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$543K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$471K

Sector Composition

1 Financials 6.96%
2 Communication Services 3.35%
3 Technology 3.2%
4 Consumer Discretionary 2.51%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9K ﹤0.01%
+87
352
$9K ﹤0.01%
+150
353
$9K ﹤0.01%
+49
354
$9K ﹤0.01%
+61
355
$9K ﹤0.01%
+104
356
$9K ﹤0.01%
181
+3
357
$9K ﹤0.01%
+191
358
$9K ﹤0.01%
+113
359
$9K ﹤0.01%
671
+9
360
$9K ﹤0.01%
+170
361
$8K ﹤0.01%
+287
362
$8K ﹤0.01%
+107
363
$8K ﹤0.01%
+71
364
$8K ﹤0.01%
+50
365
$7K ﹤0.01%
+44
366
$7K ﹤0.01%
+260
367
$7K ﹤0.01%
+8
368
$7K ﹤0.01%
+50
369
$7K ﹤0.01%
+200
370
$7K ﹤0.01%
+66
371
$7K ﹤0.01%
+120
372
$7K ﹤0.01%
+267
373
$7K ﹤0.01%
+250
374
$6K ﹤0.01%
+433
375
$6K ﹤0.01%
+8
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