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
$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
676
$6K ﹤0.01%
46
677
$6K ﹤0.01%
291
-1,000
678
$6K ﹤0.01%
1,000
679
$6K ﹤0.01%
+22
680
$6K ﹤0.01%
418
681
$6K ﹤0.01%
116
682
$6K ﹤0.01%
50
683
$6K ﹤0.01%
131
684
$6K ﹤0.01%
41
-29
685
$6K ﹤0.01%
231
-12
686
$6K ﹤0.01%
118
687
$6K ﹤0.01%
+44
688
$6K ﹤0.01%
290
-10
689
$6K ﹤0.01%
18
690
$6K ﹤0.01%
160
691
$6K ﹤0.01%
59
692
$5K ﹤0.01%
126
+1
693
$5K ﹤0.01%
246
+4
694
$5K ﹤0.01%
38
695
$5K ﹤0.01%
38
696
$5K ﹤0.01%
84
697
$5K ﹤0.01%
87
698
$5K ﹤0.01%
200
699
$5K ﹤0.01%
228
+3
700
$5K ﹤0.01%
39
26 27
28
29 30