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
901
$1.07K ﹤0.01%
12
902
$1.07K ﹤0.01%
23
+1
903
$1.06K ﹤0.01%
36
+5
904
$1.06K ﹤0.01%
+11
905
$1.05K ﹤0.01%
4
+1
906
$1.04K ﹤0.01%
16
+3
907
$1.04K ﹤0.01%
4
908
$1.03K ﹤0.01%
10
+5
909
$1.02K ﹤0.01%
17
910
$1.02K ﹤0.01%
5
911
$1K ﹤0.01%
43
+4
912
$987 ﹤0.01%
24
-5
913
$984 ﹤0.01%
21
-1
914
$984 ﹤0.01%
10
915
$982 ﹤0.01%
205
916
$981 ﹤0.01%
10
-9
917
$979 ﹤0.01%
27
+3
918
$975 ﹤0.01%
23
+2
919
$962 ﹤0.01%
19
+4
920
$958 ﹤0.01%
29
-5
921
$954 ﹤0.01%
48
922
$949 ﹤0.01%
3
923
$937 ﹤0.01%
23
+1
924
$933 ﹤0.01%
6
+2
925
$908 ﹤0.01%
6
-5
35 36
37
38 39