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
$442M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.11M
3
+$2.06M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$1.38M

Top Sells

1
+$2.07M
2
+$1.65M
3
+$1.03M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$840K
5
META icon
Meta Platforms (Facebook)
META
+$748K

Sector Composition

1 Technology 6.64%
2 Financials 6.09%
3 Healthcare 2.32%
4 Consumer Discretionary 2.06%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$30.3K 0.01%
+312
427
$30.1K 0.01%
479
+297
428
$29.7K 0.01%
471
429
$29.6K 0.01%
503
+419
430
$29.5K 0.01%
1,167
-513
431
$29.2K 0.01%
381
+182
432
$28.8K 0.01%
855
+98
433
$28.7K 0.01%
200
434
$28.4K 0.01%
878
+8
435
$28.2K 0.01%
607
+1
436
$28.1K 0.01%
1,501
437
$27.8K 0.01%
+664
438
$27.2K 0.01%
367
+299
439
$27.2K 0.01%
668
-4
440
$27.1K 0.01%
115
+66
441
$26.8K 0.01%
314
442
$26.7K 0.01%
3,658
+30
443
$26.5K 0.01%
186
+100
444
$26.4K 0.01%
157
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445
$26.4K 0.01%
109
+99
446
$26.3K 0.01%
1,016
+20
447
$26K 0.01%
241
+141
448
$25.9K 0.01%
523
+3
449
$25.5K 0.01%
1,018
-77
450
$25.5K 0.01%
244
+1
16 17
18
19 20