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CWC

Carolinas Wealth Consulting Portfolio holdings

AUM $465M
1-Year Est. Return 8.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$10M
3
+$5.49M
4
CORZ
Core Scientific, Inc. Common Stock
CORZ
+$4.42M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.14M

Top Sells

1
+$2.94M
2
+$2.77M
3
+$1.76M
4
ARKK icon
ARK Innovation ETF
ARKK
+$1.12M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$559K

Sector Composition

1 Technology 8.04%
2 Financials 6.92%
3 Communication Services 3.68%
4 Consumer Discretionary 3.35%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
26
877
$1K ﹤0.01%
6
878
$1K ﹤0.01%
7
879
$1K ﹤0.01%
5
880
$1K ﹤0.01%
4
881
$1K ﹤0.01%
4
882
$1K ﹤0.01%
51
883
$1K ﹤0.01%
19
884
$1K ﹤0.01%
37
885
$1K ﹤0.01%
3
-12
886
$1K ﹤0.01%
36
-1,040
887
$1K ﹤0.01%
17
-2
888
$1K ﹤0.01%
45
889
$1K ﹤0.01%
3
890
$1K ﹤0.01%
22
891
$1K ﹤0.01%
12
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892
$1K ﹤0.01%
5
893
$1K ﹤0.01%
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894
$1K ﹤0.01%
20
895
$1K ﹤0.01%
7
896
$1K ﹤0.01%
+13
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$1K ﹤0.01%
19
898
$1K ﹤0.01%
129
899
$1K ﹤0.01%
74
900
$1K ﹤0.01%
5
34 35
36
37 38