CWC
Carolinas Wealth Consulting Portfolio holdings
AUM
$465M
This Quarter Return
+9.09%
1 Year Return
+8.53%
3 Year Return
+24.59%
5 Year Return
+125.43%
10 Year Return
–
AUM
$96M
AUM Growth
–
Cap. Flow
+$96M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.36%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$10.9M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$6.9M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$6.23M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.57M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$5.34M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.83% |
| 2 | Communication Services | 6.24% |
| 3 | Technology | 2.1% |
| 4 | Healthcare | 1.2% |
| 5 | Utilities | 0.92% |
