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
851
$1.43K ﹤0.01%
31
-100
852
$1.41K ﹤0.01%
18
853
$1.4K ﹤0.01%
17
+8
854
$1.39K ﹤0.01%
+58
855
$1.39K ﹤0.01%
6
856
$1.37K ﹤0.01%
30
857
$1.36K ﹤0.01%
+40
858
$1.34K ﹤0.01%
9
+4
859
$1.32K ﹤0.01%
+44
860
$1.31K ﹤0.01%
110
861
$1.28K ﹤0.01%
19
-19
862
$1.28K ﹤0.01%
+18
863
$1.28K ﹤0.01%
10
+5
864
$1.27K ﹤0.01%
38
865
$1.27K ﹤0.01%
+18
866
$1.27K ﹤0.01%
+14
867
$1.26K ﹤0.01%
28
868
$1.25K ﹤0.01%
15
+11
869
$1.23K ﹤0.01%
+12
870
$1.23K ﹤0.01%
45
-2
871
$1.23K ﹤0.01%
+24
872
$1.22K ﹤0.01%
31
873
$1.22K ﹤0.01%
+34
874
$1.22K ﹤0.01%
22
875
$1.2K ﹤0.01%
4
33 34
35
36 37