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
$442M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.11M
3
+$2.06M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$1.38M

Top Sells

1
+$2.07M
2
+$1.65M
3
+$1.03M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$840K
5
META icon
Meta Platforms (Facebook)
META
+$748K

Sector Composition

1 Technology 6.64%
2 Financials 6.09%
3 Healthcare 2.32%
4 Consumer Discretionary 2.06%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$7.55K ﹤0.01%
+495
652
$7.49K ﹤0.01%
131
+10
653
$7.4K ﹤0.01%
240
+112
654
$7.2K ﹤0.01%
41
655
$7.14K ﹤0.01%
90
-1
656
$7.09K ﹤0.01%
241
+2
657
$7.06K ﹤0.01%
187
658
$7.03K ﹤0.01%
89
659
$6.96K ﹤0.01%
1,270
660
$6.79K ﹤0.01%
+245
661
$6.77K ﹤0.01%
74
662
$6.76K ﹤0.01%
517
663
$6.71K ﹤0.01%
92
664
$6.61K ﹤0.01%
6,611
665
$6.51K ﹤0.01%
+237
666
$6.44K ﹤0.01%
5
667
$6.43K ﹤0.01%
59
668
$6.41K ﹤0.01%
504
-161
669
$6.32K ﹤0.01%
106
+10
670
$6.19K ﹤0.01%
35
-13
671
$6.18K ﹤0.01%
188
+32
672
$5.96K ﹤0.01%
64
+27
673
$5.84K ﹤0.01%
93
+29
674
$5.83K ﹤0.01%
+85
675
$5.82K ﹤0.01%
187
+50
25 26
27
28 29