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
701
$4.69K ﹤0.01%
33
-2
702
$4.64K ﹤0.01%
+42
703
$4.6K ﹤0.01%
70
+6
704
$4.59K ﹤0.01%
64
+1
705
$4.49K ﹤0.01%
97
-2
706
$4.43K ﹤0.01%
38
707
$4.31K ﹤0.01%
252
-51
708
$4.31K ﹤0.01%
+126
709
$4.28K ﹤0.01%
50
710
$4.26K ﹤0.01%
290
711
$4.19K ﹤0.01%
92
712
$4.15K ﹤0.01%
11
713
$4.11K ﹤0.01%
+54
714
$4.04K ﹤0.01%
1,000
715
$4.01K ﹤0.01%
39
-1
716
$4.01K ﹤0.01%
60
-1
717
$4K ﹤0.01%
304
718
$3.99K ﹤0.01%
62
-48
719
$3.95K ﹤0.01%
37
-1
720
$3.93K ﹤0.01%
+94
721
$3.92K ﹤0.01%
114
+1
722
$3.92K ﹤0.01%
144
723
$3.9K ﹤0.01%
+60
724
$3.89K ﹤0.01%
7
+5
725
$3.88K ﹤0.01%
87
27 28
29
30 31