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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
751
$3K ﹤0.01%
15
-6
752
$3K ﹤0.01%
74
753
$3K ﹤0.01%
39
-1
754
$3K ﹤0.01%
47
755
$3K ﹤0.01%
22
-1
756
$3K ﹤0.01%
35
757
$3K ﹤0.01%
4
758
$3K ﹤0.01%
+27
759
$3K ﹤0.01%
88
760
$3K ﹤0.01%
70
761
$3K ﹤0.01%
74
762
$3K ﹤0.01%
106
763
$3K ﹤0.01%
38
764
$3K ﹤0.01%
43
-291
765
$3K ﹤0.01%
8
-130
766
$3K ﹤0.01%
11
767
$3K ﹤0.01%
91
-4
768
$3K ﹤0.01%
29
769
$3K ﹤0.01%
116
770
$3K ﹤0.01%
40
771
$3K ﹤0.01%
72
772
$3K ﹤0.01%
13
773
$3K ﹤0.01%
78
-56
774
$3K ﹤0.01%
60
-1
775
$3K ﹤0.01%
100
29 30
31
32 33