CAROLINAS WEALTH CONSULTING LLC

HTTP://WWW.CAROLINASINVEST.COM CHARLOTTE, NC Investment Advisor How do I update this listing?

Carolinas Wealth Consulting is based out of Charlotte. Carolinas Wealth Consulting is a large advisory firm with 542 clients and discretionary assets under management (AUM) of $1,126,881,956 (Form ADV from 2019-12-01). Their last reported 13F filing for Q1 2020 included $184,763,000 in managed 13F securities and a top 10 holdings concentration of 50.75%. Carolinas Wealth Consulting's largest holding is iShares Russell 1000 Growth ETF with shares held of 110,432. Whalewisdom has at least 2 13F filings

Download 13F Summary to Excel Create Email Alert

03/31/2020

13F Activity

  • Market Value $184.763 Million
  • Prior Market Value $95.958 Million
  • New Purchases85 stocks
  • Additional Purchases71 stocks
  • Sold out of10 stocks
  • Reduced holdings in9 stocks
  • Top 10 Holdings % 50.75 %
  • Turnover % [1]:56.55%
  • Turnover Alt % [2]: 59.96 %
  • Time Held Top20:0.75 quarters
  • Time Held Top10:0.70 quarters
  • Time Held All:0.49 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 28.37%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

CAROLINAS WEALTH CONSULTING LLC
5605 CARNEGIE BLVD. SUITE 400
CHARLOTTE NC    28209
Country: United States

Business Phone: 704-643-2455
Fax: 704-643-2470
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 20
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 543,371,000
Total Number of Clients: 542
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments