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
551
$10.5K ﹤0.01%
+61
552
$10.4K ﹤0.01%
77
+11
553
$10.3K ﹤0.01%
28
554
$10.3K ﹤0.01%
104
555
$10.2K ﹤0.01%
562
-104
556
$10.2K ﹤0.01%
118
+1
557
$10K ﹤0.01%
131
-26
558
$10K ﹤0.01%
74
559
$9.85K ﹤0.01%
115
560
$9.8K ﹤0.01%
84
+1
561
$9.74K ﹤0.01%
111
-37
562
$9.7K ﹤0.01%
39
563
$9.58K ﹤0.01%
160
+1
564
$9.48K ﹤0.01%
230
-1,694
565
$9.46K ﹤0.01%
113
+5
566
$9.29K ﹤0.01%
73
+1
567
$9.28K ﹤0.01%
653
+41
568
$9.26K ﹤0.01%
40
-1
569
$9.26K ﹤0.01%
22
-1
570
$9.25K ﹤0.01%
153
571
$9.15K ﹤0.01%
120
-2
572
$9.05K ﹤0.01%
147
-5
573
$8.96K ﹤0.01%
925
574
$8.94K ﹤0.01%
260
-48
575
$8.9K ﹤0.01%
66
-2
21 22
23
24 25