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
$411M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1 +$4.52M
2 +$4.25M
3 +$3.22M
4
MSFT icon
Microsoft
MSFT
+$2.47M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.03M

Top Sells

1 +$4.3M
2 +$1.33M
3 +$1.26M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$634K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$432K

Sector Composition

1 Financials 8.23%
2 Technology 7.64%
3 Communication Services 3.48%
4 Consumer Discretionary 3.11%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$9K ﹤0.01%
114
-22
627
$9K ﹤0.01%
82
+1
628
$9K ﹤0.01%
8
629
$9K ﹤0.01%
18
630
$9K ﹤0.01%
187
-557
631
$9K ﹤0.01%
68
+65
632
$9K ﹤0.01%
+58
633
$9K ﹤0.01%
71
634
$9K ﹤0.01%
319
635
$9K ﹤0.01%
232
636
$9K ﹤0.01%
+299
637
$9K ﹤0.01%
39
638
$9K ﹤0.01%
32
639
$9K ﹤0.01%
+2,286
640
$9K ﹤0.01%
2,687
641
$9K ﹤0.01%
276
642
$8K ﹤0.01%
252
643
$8K ﹤0.01%
163
+1
644
$8K ﹤0.01%
+190
645
$8K ﹤0.01%
363
-7
646
$8K ﹤0.01%
178
+13
647
$8K ﹤0.01%
295
+7
648
$8K ﹤0.01%
124
-63
649
$8K ﹤0.01%
116
650
$8K ﹤0.01%
74
-2