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
$452M
AUM Growth
-$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Sells

1 +$1.75M
2 +$1.05M
3 +$806K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$549K
5
AAPL icon
Apple
AAPL
+$532K

Sector Composition

1 Technology 8.04%
2 Financials 6.92%
3 Communication Services 3.68%
4 Consumer Discretionary 3.35%
5 Healthcare 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$189K 0.04%
659
-4
177
$188K 0.04%
750
178
$188K 0.04%
4,086
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179
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1,948
+22
180
$180K 0.04%
1,838
-139
181
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1,309
182
$179K 0.04%
2,578
+2,494
183
$179K 0.04%
2,474
184
$178K 0.04%
2,100
+27
185
$178K 0.04%
18,944
186
$177K 0.04%
1,161
+200
187
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1,750
188
$173K 0.04%
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189
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190
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191
$163K 0.04%
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195
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1,211
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196
$158K 0.03%
2,835
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197
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11,541
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198
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9,144
199
$155K 0.03%
372
+1
200
$154K 0.03%
1,714