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
826
$1.69K ﹤0.01%
23
+7
827
$1.68K ﹤0.01%
33
+10
828
$1.66K ﹤0.01%
50
829
$1.66K ﹤0.01%
63
830
$1.65K ﹤0.01%
37
831
$1.64K ﹤0.01%
2
+1
832
$1.64K ﹤0.01%
61
-2
833
$1.63K ﹤0.01%
73
834
$1.63K ﹤0.01%
144
835
$1.63K ﹤0.01%
82
+23
836
$1.62K ﹤0.01%
6
837
$1.62K ﹤0.01%
16
838
$1.62K ﹤0.01%
28
839
$1.59K ﹤0.01%
+64
840
$1.57K ﹤0.01%
10
841
$1.56K ﹤0.01%
89
+10
842
$1.55K ﹤0.01%
14
843
$1.55K ﹤0.01%
42
+13
844
$1.55K ﹤0.01%
26
845
$1.54K ﹤0.01%
41
846
$1.53K ﹤0.01%
153
+46
847
$1.51K ﹤0.01%
36
+3
848
$1.49K ﹤0.01%
39
849
$1.48K ﹤0.01%
28
+1
850
$1.46K ﹤0.01%
31
32 33
34
35 36