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
$459M
AUM Growth
+$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,040
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$978K
3 +$858K
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$698K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$692K

Top Sells

1 +$4.48M
2 +$1.8M
3 +$997K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$929K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$840K

Sector Composition

1 Technology 7.22%
2 Financials 6.35%
3 Communication Services 4.29%
4 Consumer Discretionary 3.18%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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