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
$551M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1 +$912K
2 +$630K
3 +$473K
4
NVDA icon
NVIDIA
NVDA
+$457K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$335K

Top Sells

1 +$839K
2 +$493K
3 +$429K
4
ABT icon
Abbott
ABT
+$405K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$265K

Sector Composition

1 Technology 8.74%
2 Financials 6.83%
3 Communication Services 3.64%
4 Consumer Discretionary 2.34%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$10.9K ﹤0.01%
1,237
552
$10.8K ﹤0.01%
500
553
$10.8K ﹤0.01%
150
554
$10.8K ﹤0.01%
+334
555
$10.8K ﹤0.01%
266
+12
556
$10.8K ﹤0.01%
43
+4
557
$10.5K ﹤0.01%
118
558
$10.4K ﹤0.01%
253
+32
559
$10.4K ﹤0.01%
82
+20
560
$10.3K ﹤0.01%
112
-5
561
$10K ﹤0.01%
424
+375
562
$9.71K ﹤0.01%
230
563
$9.61K ﹤0.01%
81
+5
564
$9.55K ﹤0.01%
83
565
$9.54K ﹤0.01%
256
566
$9.31K ﹤0.01%
318
567
$9.31K ﹤0.01%
68
568
$9.31K ﹤0.01%
925
569
$9.29K ﹤0.01%
45
+14
570
$9.26K ﹤0.01%
52
571
$9.21K ﹤0.01%
131
572
$9.18K ﹤0.01%
817
573
$9.14K ﹤0.01%
176
574
$9.07K ﹤0.01%
28
+2
575
$8.99K ﹤0.01%
73