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CWC

Carolinas Wealth Consulting Portfolio holdings

AUM $465M
1-Year Est. Return 8.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10M
3
+$5.49M
4
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.42M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.14M

Top Sells

1
+$2.94M
2
+$2.77M
3
+$1.76M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.12M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$559K

Sector Composition

1 Technology 8.04%
2 Financials 6.92%
3 Communication Services 3.68%
4 Consumer Discretionary 3.35%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$41K 0.01%
4,001
377
$41K 0.01%
934
+173
378
$41K 0.01%
2,325
+273
379
$39K 0.01%
158
-63
380
$39K 0.01%
260
381
$39K 0.01%
+71
382
$39K 0.01%
+131
383
$39K 0.01%
56
-1
384
$39K 0.01%
1,635
+70
385
$39K 0.01%
678
-99
386
$39K 0.01%
1,047
+8
387
$38K 0.01%
1,095
388
$38K 0.01%
1,251
-180
389
$38K 0.01%
1,777
-96
390
$38K 0.01%
601
+4
391
$38K 0.01%
1,165
392
$38K 0.01%
480
393
$38K 0.01%
176
394
$38K 0.01%
486
395
$37K 0.01%
+604
396
$37K 0.01%
600
-1
397
$37K 0.01%
274
-210
398
$37K 0.01%
+698
399
$36K 0.01%
1,700
+15
400
$36K 0.01%
2,120
14 15
16
17 18