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CWC

Carolinas Wealth Consulting Portfolio holdings

AUM $465M
1-Year Est. Return 8.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10M
3
+$5.49M
4
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.42M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.14M

Top Sells

1
+$2.94M
2
+$2.77M
3
+$1.76M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.12M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$559K

Sector Composition

1 Technology 8.04%
2 Financials 6.92%
3 Communication Services 3.68%
4 Consumer Discretionary 3.35%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$11K ﹤0.01%
145
602
$11K ﹤0.01%
99
603
$10K ﹤0.01%
290
604
$10K ﹤0.01%
507
605
$10K ﹤0.01%
501
+10
606
$10K ﹤0.01%
71
+64
607
$10K ﹤0.01%
182
608
$10K ﹤0.01%
277
609
$10K ﹤0.01%
+274
610
$10K ﹤0.01%
70
-3
611
$10K ﹤0.01%
2,338
612
$10K ﹤0.01%
217
613
$10K ﹤0.01%
86
+85
614
$9K ﹤0.01%
66
-8
615
$9K ﹤0.01%
366
+1
616
$9K ﹤0.01%
69
617
$9K ﹤0.01%
132
-56
618
$9K ﹤0.01%
321
619
$9K ﹤0.01%
56
620
$9K ﹤0.01%
84
621
$9K ﹤0.01%
108
-4,761
622
$9K ﹤0.01%
118
+1
623
$9K ﹤0.01%
252
+2
624
$9K ﹤0.01%
74
625
$9K ﹤0.01%
515
+6
23 24
25
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