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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
$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
726
$4K ﹤0.01%
+51
727
$4K ﹤0.01%
71
+16
728
$4K ﹤0.01%
46
729
$4K ﹤0.01%
15
730
$4K ﹤0.01%
11
731
$4K ﹤0.01%
28
-15
732
$4K ﹤0.01%
+27
733
$4K ﹤0.01%
47
734
$4K ﹤0.01%
+105
735
$4K ﹤0.01%
162
+6
736
$4K ﹤0.01%
100
737
$4K ﹤0.01%
41
738
$4K ﹤0.01%
47
739
$4K ﹤0.01%
101
740
$4K ﹤0.01%
52
741
$4K ﹤0.01%
107
+15
742
$4K ﹤0.01%
7
743
$4K ﹤0.01%
75
744
$4K ﹤0.01%
43
745
$4K ﹤0.01%
54
-147
746
$4K ﹤0.01%
1,000
747
$4K ﹤0.01%
+2
748
$4K ﹤0.01%
118
749
$4K ﹤0.01%
55
+2
750
$4K ﹤0.01%
84
+1
28 29
30
31 32