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
776
$2.31K ﹤0.01%
17
-2
777
$2.3K ﹤0.01%
17
-4
778
$2.26K ﹤0.01%
29
779
$2.22K ﹤0.01%
32
-5
780
$2.2K ﹤0.01%
105
+31
781
$2.19K ﹤0.01%
14
+1
782
$2.19K ﹤0.01%
19
-3
783
$2.15K ﹤0.01%
38
784
$2.15K ﹤0.01%
28
785
$2.14K ﹤0.01%
15
786
$2.12K ﹤0.01%
86
+12
787
$2.1K ﹤0.01%
104
-15
788
$2.08K ﹤0.01%
6
+1
789
$2.08K ﹤0.01%
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+22
790
$2.07K ﹤0.01%
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791
$2.06K ﹤0.01%
29
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$2.06K ﹤0.01%
54
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793
$2.06K ﹤0.01%
47
794
$2.05K ﹤0.01%
22
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795
$2.05K ﹤0.01%
11
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796
$2K ﹤0.01%
20
-3
797
$1.99K ﹤0.01%
31
+4
798
$1.99K ﹤0.01%
4
799
$1.98K ﹤0.01%
75
+1
800
$1.98K ﹤0.01%
9
30 31
32
33 34