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
876
$1.19K ﹤0.01%
74
-71
877
$1.19K ﹤0.01%
306
878
$1.18K ﹤0.01%
8
+4
879
$1.17K ﹤0.01%
18
880
$1.17K ﹤0.01%
6
881
$1.16K ﹤0.01%
13
882
$1.11K ﹤0.01%
+14
883
$1.11K ﹤0.01%
+41
884
$1.1K ﹤0.01%
31
885
$1.08K ﹤0.01%
+6
886
$1.07K ﹤0.01%
+31
887
$1.06K ﹤0.01%
4
888
$1.05K ﹤0.01%
22
889
$1.04K ﹤0.01%
9
890
$1.04K ﹤0.01%
44
-12
891
$1.03K ﹤0.01%
4
892
$1.03K ﹤0.01%
+5
893
$1.01K ﹤0.01%
10
894
$1.01K ﹤0.01%
+56
895
$994 ﹤0.01%
+6
896
$994 ﹤0.01%
3
897
$990 ﹤0.01%
+31
898
$989 ﹤0.01%
+19
899
$978 ﹤0.01%
+67
900
$965 ﹤0.01%
22
34 35
36
37 38