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
$470M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.83M
3
+$3.8M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.97M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.36M

Top Sells

1
+$3.49M
2
+$3.23M
3
+$2.78M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.87M

Sector Composition

1 Technology 7.8%
2 Financials 5.2%
3 Communication Services 2.35%
4 Consumer Discretionary 2.35%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.4K ﹤0.01%
24
852
$1.39K ﹤0.01%
+34
853
$1.39K ﹤0.01%
+28
854
$1.37K ﹤0.01%
18
855
$1.35K ﹤0.01%
22
+9
856
$1.31K ﹤0.01%
31
857
$1.31K ﹤0.01%
+9
858
$1.27K ﹤0.01%
13
859
$1.25K ﹤0.01%
55
+2
860
$1.22K ﹤0.01%
6
861
$1.21K ﹤0.01%
28
+8
862
$1.21K ﹤0.01%
10
+5
863
$1.21K ﹤0.01%
19
864
$1.2K ﹤0.01%
45
865
$1.19K ﹤0.01%
74
866
$1.19K ﹤0.01%
44
867
$1.18K ﹤0.01%
17
+12
868
$1.17K ﹤0.01%
4
-29
869
$1.17K ﹤0.01%
4
870
$1.17K ﹤0.01%
22
871
$1.15K ﹤0.01%
18
872
$1.14K ﹤0.01%
5
873
$1.14K ﹤0.01%
91
-88
874
$1.13K ﹤0.01%
10
875
$1.12K ﹤0.01%
31
-300
33 34
35
36 37