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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
826
$1K ﹤0.01%
8
827
$1K ﹤0.01%
25
828
$1K ﹤0.01%
6
829
$1K ﹤0.01%
4
830
$1K ﹤0.01%
10
831
$1K ﹤0.01%
6
832
$1K ﹤0.01%
4
+2
833
$1K ﹤0.01%
41
834
$1K ﹤0.01%
6
835
$1K ﹤0.01%
31
836
$1K ﹤0.01%
39
837
$1K ﹤0.01%
15
838
$1K ﹤0.01%
8
839
$1K ﹤0.01%
6
840
$1K ﹤0.01%
+4
841
$1K ﹤0.01%
16
842
$1K ﹤0.01%
3
843
$1K ﹤0.01%
5
844
$1K ﹤0.01%
3
845
$1K ﹤0.01%
37
846
$1K ﹤0.01%
5
847
$1K ﹤0.01%
19
848
$1K ﹤0.01%
+16
849
$1K ﹤0.01%
52
+38
850
$1K ﹤0.01%
5
32 33
34
35 36