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
851
$1.46K ﹤0.01%
11
-1
852
$1.46K ﹤0.01%
25
+3
853
$1.45K ﹤0.01%
5
+1
854
$1.44K ﹤0.01%
13
-608
855
$1.43K ﹤0.01%
24
+4
856
$1.43K ﹤0.01%
57
-31
857
$1.43K ﹤0.01%
12
858
$1.4K ﹤0.01%
17
859
$1.39K ﹤0.01%
49
+28
860
$1.39K ﹤0.01%
7
-1
861
$1.38K ﹤0.01%
44
-10
862
$1.38K ﹤0.01%
36
863
$1.38K ﹤0.01%
5
+1
864
$1.37K ﹤0.01%
101
-12
865
$1.34K ﹤0.01%
18
866
$1.32K ﹤0.01%
26
+4
867
$1.31K ﹤0.01%
+14
868
$1.31K ﹤0.01%
33
869
$1.3K ﹤0.01%
4
870
$1.29K ﹤0.01%
30
-10
871
$1.29K ﹤0.01%
19
+1
872
$1.28K ﹤0.01%
11
+1
873
$1.25K ﹤0.01%
24
+2
874
$1.24K ﹤0.01%
38
-5
875
$1.24K ﹤0.01%
+15
33 34
35
36 37