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
801
$1.98K ﹤0.01%
23
802
$1.98K ﹤0.01%
13
803
$1.97K ﹤0.01%
5
+1
804
$1.95K ﹤0.01%
19
+5
805
$1.94K ﹤0.01%
13
-40
806
$1.94K ﹤0.01%
146
-229
807
$1.94K ﹤0.01%
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808
$1.93K ﹤0.01%
36
809
$1.93K ﹤0.01%
20
-2
810
$1.93K ﹤0.01%
5
-1
811
$1.93K ﹤0.01%
240
+5
812
$1.89K ﹤0.01%
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+2
813
$1.88K ﹤0.01%
25
-236
814
$1.86K ﹤0.01%
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815
$1.85K ﹤0.01%
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-2
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$1.84K ﹤0.01%
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+1
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$1.84K ﹤0.01%
119
+35
819
$1.83K ﹤0.01%
26
+12
820
$1.8K ﹤0.01%
10
-1
821
$1.78K ﹤0.01%
55
+27
822
$1.77K ﹤0.01%
87
-12
823
$1.73K ﹤0.01%
14
+1
824
$1.7K ﹤0.01%
23
+5
825
$1.7K ﹤0.01%
7
-1
31 32
33
34 35