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
$551M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$912K
2
+$630K
3
+$473K
4
NVDA icon
NVIDIA
NVDA
+$457K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$335K

Top Sells

1
+$839K
2
+$493K
3
+$429K
4
ABT icon
Abbott
ABT
+$405K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$265K

Sector Composition

1 Technology 8.74%
2 Financials 6.83%
3 Communication Services 3.64%
4 Consumer Discretionary 2.34%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1.36K ﹤0.01%
20
+1
877
$1.35K ﹤0.01%
5
878
$1.34K ﹤0.01%
19
879
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11
-2
880
$1.34K ﹤0.01%
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+10
881
$1.34K ﹤0.01%
28
+3
882
$1.33K ﹤0.01%
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883
$1.33K ﹤0.01%
24
884
$1.33K ﹤0.01%
22
885
$1.33K ﹤0.01%
5
+2
886
$1.29K ﹤0.01%
37
-1
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$1.29K ﹤0.01%
7
+1
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$1.29K ﹤0.01%
4
889
$1.27K ﹤0.01%
5
+3
890
$1.26K ﹤0.01%
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891
$1.23K ﹤0.01%
8
+2
892
$1.21K ﹤0.01%
25
893
$1.2K ﹤0.01%
10
894
$1.2K ﹤0.01%
167
895
$1.2K ﹤0.01%
27
896
$1.18K ﹤0.01%
177
897
$1.18K ﹤0.01%
3
898
$1.17K ﹤0.01%
21
899
$1.16K ﹤0.01%
20
900
$1.16K ﹤0.01%
4
34 35
36
37 38