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
876
$1.23K ﹤0.01%
19
877
$1.22K ﹤0.01%
12
+1
878
$1.21K ﹤0.01%
8
879
$1.21K ﹤0.01%
32
+4
880
$1.2K ﹤0.01%
87
-7
881
$1.18K ﹤0.01%
8
882
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6
-1
883
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4
+1
884
$1.17K ﹤0.01%
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-3
885
$1.17K ﹤0.01%
105
886
$1.16K ﹤0.01%
5
887
$1.16K ﹤0.01%
20
+6
888
$1.15K ﹤0.01%
+32
889
$1.14K ﹤0.01%
3
890
$1.14K ﹤0.01%
12
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$1.13K ﹤0.01%
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892
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167
893
$1.11K ﹤0.01%
27
+4
894
$1.1K ﹤0.01%
+25
895
$1.1K ﹤0.01%
33
896
$1.1K ﹤0.01%
11
+2
897
$1.1K ﹤0.01%
26
-4
898
$1.08K ﹤0.01%
20
899
$1.08K ﹤0.01%
10
+1
900
$1.07K ﹤0.01%
22
+3
34 35
36
37 38