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
$442M
AUM Growth
+$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.11M
3
+$2.06M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M
5
TCHP icon
T. Rowe Price Blue Chip Growth ETF
TCHP
+$1.38M

Top Sells

1
+$2.07M
2
+$1.65M
3
+$1.03M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$840K
5
META icon
Meta Platforms (Facebook)
META
+$748K

Sector Composition

1 Technology 6.64%
2 Financials 6.09%
3 Healthcare 2.32%
4 Consumer Discretionary 2.06%
5 Communication Services 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1.69K ﹤0.01%
17
+12
827
$1.69K ﹤0.01%
524
828
$1.68K ﹤0.01%
423
829
$1.68K ﹤0.01%
+21
830
$1.67K ﹤0.01%
115
-5
831
$1.66K ﹤0.01%
14
-58
832
$1.63K ﹤0.01%
16
-1
833
$1.63K ﹤0.01%
+13
834
$1.62K ﹤0.01%
11
+9
835
$1.62K ﹤0.01%
+50
836
$1.6K ﹤0.01%
5
837
$1.59K ﹤0.01%
+14
838
$1.58K ﹤0.01%
39
+8
839
$1.58K ﹤0.01%
143
+42
840
$1.53K ﹤0.01%
+62
841
$1.52K ﹤0.01%
212
-1,219
842
$1.51K ﹤0.01%
+9
843
$1.5K ﹤0.01%
+67
844
$1.49K ﹤0.01%
24
845
$1.49K ﹤0.01%
+12
846
$1.49K ﹤0.01%
+11
847
$1.48K ﹤0.01%
80
848
$1.47K ﹤0.01%
+8
849
$1.47K ﹤0.01%
+11
850
$1.44K ﹤0.01%
22
+12
32 33
34
35 36