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CWC

Carolinas Wealth Consulting Portfolio holdings

AUM $465M
1-Year Est. Return 8.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$470M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,133
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.83M
3
+$3.85M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.01M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.34M

Top Sells

1
+$3.44M
2
+$3.2M
3
+$2.77M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.95M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.86M

Sector Composition

1 Technology 7.8%
2 Financials 5.2%
3 Communication Services 2.35%
4 Consumer Discretionary 2.35%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
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-7
1102
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1103
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-1,000
1104
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-19
1105
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1106
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1107
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-1,501
1108
– –
-4,549
1109
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1110
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1111
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1112
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-1,086
1113
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-34
1114
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-34
1115
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1116
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-500
1117
– –
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1118
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-5
1119
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1120
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-92
1121
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1122
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1123
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1124
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1125
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