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
551
$14K ﹤0.01%
542
+9
552
$14K ﹤0.01%
162
-65
553
$13.9K ﹤0.01%
411
+4
554
$13.8K ﹤0.01%
1,072
+32
555
$13.5K ﹤0.01%
108
-363
556
$13.5K ﹤0.01%
1,602
+545
557
$13.5K ﹤0.01%
97
558
$13.4K ﹤0.01%
60
559
$13.4K ﹤0.01%
188
+6
560
$13.4K ﹤0.01%
116
561
$13.3K ﹤0.01%
303
562
$13.3K ﹤0.01%
200
563
$13.2K ﹤0.01%
450
564
$13.2K ﹤0.01%
229
565
$13.1K ﹤0.01%
19
+12
566
$13K ﹤0.01%
93
+81
567
$13K ﹤0.01%
246
568
$12.9K ﹤0.01%
75
569
$12.8K ﹤0.01%
371
+4
570
$12.8K ﹤0.01%
68
571
$12.8K ﹤0.01%
327
+1
572
$12.8K ﹤0.01%
+1,023
573
$12.7K ﹤0.01%
218
574
$12.5K ﹤0.01%
239
575
$12.5K ﹤0.01%
211
+206