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
401
$38.3K 0.01%
100
+25
402
$38.3K 0.01%
71
-40
403
$38.2K 0.01%
1,235
-913
404
$37.8K 0.01%
890
405
$37.2K 0.01%
323
+5
406
$36.2K 0.01%
83
-1
407
$36.1K 0.01%
3,878
+104
408
$35.9K 0.01%
180
+9
409
$35.6K 0.01%
205
-53
410
$34.7K 0.01%
441
-2
411
$34.6K 0.01%
987
412
$34.6K 0.01%
684
+6
413
$34.4K 0.01%
200
-1
414
$34.1K 0.01%
2,369
415
$34.1K 0.01%
133
-396
416
$33.5K 0.01%
334
-158
417
$33.1K 0.01%
433
-116
418
$32.5K 0.01%
2,114
419
$32.4K 0.01%
178
+1
420
$32.3K 0.01%
2,300
421
$32.2K 0.01%
1,385
-1,884
422
$32.1K 0.01%
458
+27
423
$31.9K 0.01%
3,000
+2,935
424
$31.8K 0.01%
207
-33
425
$31.6K 0.01%
+1,018
15 16
17
18 19