Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Carolina Wealth Advisors, Llc > Profile

Instuitional Investor - Carolina Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Carolina Wealth Advisors, Llc
Portfolio Value $192,988,348
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Bond Index Funds
 BND 319,736 $23,845,910 12.35%
2.
Schwab Strategic Trust
 FNDF 351,793 $18,363,625 9.51%
3.
Williams Sonoma Inc
 WSM 41,451 $8,363,982 4.33%
4.
Broadcom Inc.
 AVGO 7,244 $8,086,115 4.18%
5.
Radian Group Inc
 RDN 238,246 $6,801,923 3.52%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
Subscribe Now

Returns since its inception in May 2014 (through Feb 16th, 2024)