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
576
$8.85K ﹤0.01%
31
-5
577
$8.79K ﹤0.01%
254
+47
578
$8.67K ﹤0.01%
93
579
$8.61K ﹤0.01%
256
580
$8.51K ﹤0.01%
221
+5
581
$8.45K ﹤0.01%
176
+4
582
$8.44K ﹤0.01%
817
583
$8.37K ﹤0.01%
175
+1
584
$8.23K ﹤0.01%
1,200
585
$8.22K ﹤0.01%
172
+4
586
$8.22K ﹤0.01%
122
-10
587
$8.09K ﹤0.01%
318
-13
588
$8.06K ﹤0.01%
208
589
$8.03K ﹤0.01%
189
+15
590
$8.03K ﹤0.01%
68
591
$8.03K ﹤0.01%
175
-23
592
$8.02K ﹤0.01%
39
-1
593
$7.97K ﹤0.01%
236
-39
594
$7.87K ﹤0.01%
52
595
$7.75K ﹤0.01%
117
+27
596
$7.74K ﹤0.01%
141
+28
597
$7.66K ﹤0.01%
72
+4
598
$7.59K ﹤0.01%
242
599
$7.55K ﹤0.01%
18
+2
600
$7.54K ﹤0.01%
66
22 23
24
25 26