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
$470M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1 +$6.29M
2 +$4.83M
3 +$3.8M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.97M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.36M

Sector Composition

1 Technology 7.8%
2 Financials 5.2%
3 Communication Services 2.35%
4 Consumer Discretionary 2.35%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$25.5K 0.01%
184
-195
452
$25.4K 0.01%
2,235
453
$25.2K 0.01%
831
454
$25.2K 0.01%
73
+10
455
$25K 0.01%
252
+2
456
$25K 0.01%
613
457
$24.9K 0.01%
79
458
$24.9K 0.01%
542
459
$24.8K 0.01%
1,162
-5
460
$24.7K 0.01%
3,465
-124
461
$24.5K 0.01%
97
462
$23.7K 0.01%
820
+653
463
$23.6K 0.01%
23,189
464
$23.3K 0.01%
491
465
$23.3K 0.01%
+425
466
$23.2K ﹤0.01%
228
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467
$23.1K ﹤0.01%
32
468
$23.1K ﹤0.01%
370
469
$23K ﹤0.01%
102
470
$22.8K ﹤0.01%
591
+11
471
$22.8K ﹤0.01%
653
472
$22.8K ﹤0.01%
314
473
$22.7K ﹤0.01%
750
474
$22.6K ﹤0.01%
921
+8
475
$22.5K ﹤0.01%
355