CWC
Carolinas Wealth Consulting Portfolio holdings
AUM
$465M
This Quarter Return
+7.03%
1 Year Return
+8.53%
3 Year Return
+24.59%
5 Year Return
+125.43%
10 Year Return
–
AUM
$504M
AUM Growth
+$34.4M
(+7.3%)
Cap. Flow
+$4.71M
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
42.08%
Holding
1,131
New
71
Increased
247
Reduced
369
Closed
71
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$8.3M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$1.16M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$718K |
| 4 |
Pinnacle Financial Partners
PNFP
|
$553K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$501K |
Top Sells
Sector Composition
| 1 | Technology | 8.3% |
| 2 | Financials | 5.07% |
| 3 | Communication Services | 2.57% |
| 4 | Consumer Discretionary | 2.4% |
| 5 | Healthcare | 1.85% |
