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Home > Institutional Investor > Carolina Wealth Management Inc > Profile

Instuitional Investor - Carolina Wealth Management Inc

Fund Profile
Filing Period:
Fund Name: Carolina Wealth Management Inc
Portfolio Value $217,377,796
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 861,164 $29,141,777 13.41%
2.
Schwab Strategic Trust
 SCHD 909,270 $28,832,942 13.26%
3.
Vanguard Index Fds - GROWTH ETF
 182,999 $15,763,528 7.25%
4.
Vanguard Whitehall Funds
 VYM 63,179 $9,984,170 4.59%
5.
Vanguard Index Fds - SML CP GRW ETF
 25,579 $9,354,389 4.3%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.