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Home > Institutional Investor > Carolina Wealth Advisors, Llc > Profile

Instuitional Investor - Carolina Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Carolina Wealth Advisors, Llc
Portfolio Value	$231,517,606

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Schwab Strategic Trust	FNDF	585,782	$18,926,616	8.18%
2.	Bny Mellon Core Bond Etf - ETF		310,417	$13,223,764	5.71%
3.	Schwab Strategic Trust	FNDF	486,139	$13,101,440	5.66%
4.	Dell Technologies Inc.	DELL	71,497	$10,136,130	4.38%
5.	Spdr Portfolio High Yield Bond Etf - ETF		421,335	$10,086,760	4.36%