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
$518M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.45M
3
+$1.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.06M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$951K

Top Sells

1
+$2.34M
2
+$2.06M
3
+$1.73M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.72M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.64M

Sector Composition

1 Technology 9.03%
2 Financials 6.09%
3 Communication Services 3.83%
4 Consumer Discretionary 2.36%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$4.2K ﹤0.01%
24
677
$4.17K ﹤0.01%
224
+3
678
$4.13K ﹤0.01%
17
-1
679
$4.13K ﹤0.01%
155
+44
680
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38
+1
681
$4.09K ﹤0.01%
82
-8
682
$4.08K ﹤0.01%
55
+1
683
$4.06K ﹤0.01%
58
+28
684
$4.05K ﹤0.01%
35
-6
685
$4.04K ﹤0.01%
60
+1
686
$3.99K ﹤0.01%
400
687
$3.92K ﹤0.01%
135
+25
688
$3.89K ﹤0.01%
20
689
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690
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$3.82K ﹤0.01%
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$3.81K ﹤0.01%
56
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$3.77K ﹤0.01%
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$3.77K ﹤0.01%
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$3.77K ﹤0.01%
27
697
$3.69K ﹤0.01%
101
-5
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$3.65K ﹤0.01%
165
699
$3.65K ﹤0.01%
84
-12
700
$3.65K ﹤0.01%
73
-7
26 27
28
29 30