CAROLINAS WEALTH CONSULTING LLC
CAROLINAS WEALTH CONSULTING LLC latest Q4_2020 13F filings reported $371,821,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 25.10%. This fund has 910 securities concentrations of 100% weights.
CAROLINAS WEALTH CONSULTING LLC largest holding is ISHARES TR RUS 1000 GRWETF with weight of 5.66% and $21,042,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|