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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
626
$9K ﹤0.01%
32
+8
627
$9K ﹤0.01%
239
628
$9K ﹤0.01%
101
+5
629
$9K ﹤0.01%
1,270
630
$8K ﹤0.01%
91
631
$8K ﹤0.01%
102
632
$8K ﹤0.01%
110
633
$8K ﹤0.01%
64
+28
634
$8K ﹤0.01%
68
635
$8K ﹤0.01%
48
+4
636
$8K ﹤0.01%
100
637
$8K ﹤0.01%
86
+1
638
$8K ﹤0.01%
41
639
$8K ﹤0.01%
150
640
$8K ﹤0.01%
+250
641
$8K ﹤0.01%
69
-398
642
$8K ﹤0.01%
+136
643
$8K ﹤0.01%
130
644
$8K ﹤0.01%
893
+819
645
$8K ﹤0.01%
212
+56
646
$8K ﹤0.01%
113
647
$8K ﹤0.01%
215
-29
648
$8K ﹤0.01%
68
649
$8K ﹤0.01%
88
+1
650
$8K ﹤0.01%
15
24 25
26
27 28