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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
701
$5K ﹤0.01%
48
-32
702
$5K ﹤0.01%
+89
703
$5K ﹤0.01%
35
704
$5K ﹤0.01%
469
-558
705
$5K ﹤0.01%
156
+15
706
$5K ﹤0.01%
18
-3
707
$5K ﹤0.01%
268
+100
708
$5K ﹤0.01%
66
709
$5K ﹤0.01%
111
710
$4K ﹤0.01%
77
711
$4K ﹤0.01%
142
712
$4K ﹤0.01%
54
713
$4K ﹤0.01%
80
+8
714
$4K ﹤0.01%
61
715
$4K ﹤0.01%
+81
716
$4K ﹤0.01%
33
717
$4K ﹤0.01%
15
718
$4K ﹤0.01%
58
719
$4K ﹤0.01%
100
720
$4K ﹤0.01%
1,000
721
$4K ﹤0.01%
11
722
$4K ﹤0.01%
28
723
$4K ﹤0.01%
17
-11
724
$4K ﹤0.01%
45
725
$4K ﹤0.01%
35
+11
27 28
29
30 31