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
$254M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$4.76M
3
+$4.72M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.05M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.18M

Top Sells

1
+$1.67M
2
+$1.62M
3
+$1.33M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$543K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$471K

Sector Composition

1 Financials 6.96%
2 Communication Services 3.35%
3 Technology 3.2%
4 Consumer Discretionary 2.51%
5 Healthcare 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
+43
627
$1K ﹤0.01%
+3
628
$1K ﹤0.01%
+66
629
$1K ﹤0.01%
+13
630
$1K ﹤0.01%
+5
631
$1K ﹤0.01%
+204
632
$1K ﹤0.01%
+45
633
$1K ﹤0.01%
+6
634
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635
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+3
636
$1K ﹤0.01%
+217
637
$1K ﹤0.01%
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638
$1K ﹤0.01%
+5
639
$1K ﹤0.01%
+40
640
$1K ﹤0.01%
+6
641
$1K ﹤0.01%
+7
642
$1K ﹤0.01%
+11
643
$1K ﹤0.01%
+100
644
$1K ﹤0.01%
+49
645
$1K ﹤0.01%
+13
646
$1K ﹤0.01%
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647
$1K ﹤0.01%
+31
648
$0 ﹤0.01%
+11
649
$0 ﹤0.01%
+5
650
$0 ﹤0.01%
+3
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