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
426
$31.5K 0.01%
438
-89
427
$31.5K 0.01%
588
+1
428
$31.3K 0.01%
249
-13
429
$30.8K 0.01%
260
+14
430
$30.6K 0.01%
4,107
-88
431
$30.5K 0.01%
444
432
$30.3K 0.01%
19
433
$30.1K 0.01%
617
+4
434
$29.7K 0.01%
380
+3
435
$29.6K 0.01%
885
+8
436
$29.4K 0.01%
100
+1
437
$28.9K 0.01%
370
438
$28.9K 0.01%
35
439
$28.8K 0.01%
+610
440
$28.6K 0.01%
+418
441
$27.9K 0.01%
750
442
$27.3K 0.01%
137
+55
443
$27.1K 0.01%
1,674
444
$27.1K 0.01%
590
+1
445
$27K 0.01%
17
446
$26.7K 0.01%
153
+150
447
$26.7K 0.01%
57
-56
448
$26.4K 0.01%
35
+2
449
$26.1K 0.01%
257
+4
450
$26K 0.01%
335
-129
16 17
18
19 20