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
401
$5K ﹤0.01%
+72
402
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+24
403
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68
404
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405
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406
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407
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408
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409
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410
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85
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412
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+2,687
413
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414
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+168
415
$4K ﹤0.01%
+95
416
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417
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46
422
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+70
423
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+36
424
$4K ﹤0.01%
+33
425
$4K ﹤0.01%
+32