We are live on ! Find out more
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
$411M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,031
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$4.27M
3
+$2.43M
4
AAPL icon
Apple
AAPL
+$2.41M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.03M

Top Sells

1
+$4.85M
2
+$1.38M
3
+$1.18M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$635K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$433K

Sector Composition

1 Financials 8.23%
2 Technology 7.64%
3 Communication Services 3.49%
4 Consumer Discretionary 3.11%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$6K ﹤0.01%
50
677
$6K ﹤0.01%
390
-8
678
$6K ﹤0.01%
118
679
$6K ﹤0.01%
107
+1
680
$6K ﹤0.01%
159
-9,248
681
$6K ﹤0.01%
61
682
$6K ﹤0.01%
320
+160
683
$6K ﹤0.01%
142
684
$6K ﹤0.01%
95
685
$6K ﹤0.01%
50
-1
686
$6K ﹤0.01%
190
687
$6K ﹤0.01%
111
688
$6K ﹤0.01%
15
689
$6K ﹤0.01%
299
+2
690
$6K ﹤0.01%
174
691
$6K ﹤0.01%
598
692
$6K ﹤0.01%
64
693
$6K ﹤0.01%
35
-1
694
$5K ﹤0.01%
126
-1
695
$5K ﹤0.01%
24
696
$5K ﹤0.01%
+123
697
$5K ﹤0.01%
+118
698
$5K ﹤0.01%
38
699
$5K ﹤0.01%
147
+5
700
$5K ﹤0.01%
56
+3
26 27
28
29 30