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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
651
$8K ﹤0.01%
55
+13
652
$8K ﹤0.01%
43
-5
653
$8K ﹤0.01%
156
654
$7K ﹤0.01%
+92
655
$7K ﹤0.01%
176
656
$7K ﹤0.01%
187
657
$7K ﹤0.01%
68
658
$7K ﹤0.01%
182
-5
659
$7K ﹤0.01%
208
+1
660
$7K ﹤0.01%
28
+15
661
$7K ﹤0.01%
112
+5
662
$7K ﹤0.01%
232
663
$7K ﹤0.01%
61
664
$7K ﹤0.01%
36
-2
665
$7K ﹤0.01%
+1,001
666
$7K ﹤0.01%
174
+70
667
$7K ﹤0.01%
524
668
$7K ﹤0.01%
196
+2
669
$7K ﹤0.01%
59
670
$7K ﹤0.01%
35
671
$6K ﹤0.01%
39
672
$6K ﹤0.01%
141
673
$6K ﹤0.01%
149
674
$6K ﹤0.01%
157
675
$6K ﹤0.01%
64
-501
25 26
27
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