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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
801
$2K ﹤0.01%
17
802
$2K ﹤0.01%
22
803
$2K ﹤0.01%
+10
804
$2K ﹤0.01%
9
805
$2K ﹤0.01%
+54
806
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15
-7
807
$2K ﹤0.01%
+40
808
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+20
809
$2K ﹤0.01%
17
810
$2K ﹤0.01%
27
+1
811
$2K ﹤0.01%
+16
812
$2K ﹤0.01%
14
-55
813
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41
814
$2K ﹤0.01%
22
815
$2K ﹤0.01%
30
-3
816
$2K ﹤0.01%
23
817
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13
818
$2K ﹤0.01%
23
+7
819
$2K ﹤0.01%
44
820
$2K ﹤0.01%
80
821
$2K ﹤0.01%
+100
822
$2K ﹤0.01%
7
-3
823
$2K ﹤0.01%
4
824
$2K ﹤0.01%
72
+1
825
$2K ﹤0.01%
47
31 32
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34 35