test

Christy Horlacher

@Carolina Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$185.84MTotal holdings299
Assets growth rate-5.45%Assets growth rate (2-Q avg)-4.52%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Carolina Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 299 positions.

Assets under management

The assets under management (AUM) of Carolina Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.84M in assets, with a quarterly growth rate of -5.45% and a 2-quarter average growth rate of -4.52%. The portfolio is managed by Christy Horlacher, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SSTKShutterstock Inc Com
Recent Activity
Decreased -1.65%
1.81%
$3.351M
110,398 shares@ $30.35 avg price
SCHFSchwab International Equity Etf
Recent Activity
Increased 94.68%
1.57%
$2.905M
157,030 shares@ $18.51 avg price
UALUnited Airls Hldgs Inc Com
Recent Activity
Increased 1.79%
0.6%
$1.103M
11,358 shares@ $97.11 avg price
TWLOTwilio Inc Cl A
Recent Activity
Increased 2.36%
0.53%
$975,638
9,027 shares@ $108.08 avg price
SCHESchwab Emerging Markets Equity Etf
Recent Activity
Decreased -8.74%
0.53%
$972,929
36,535 shares@ $26.64 avg price
SCHCSchwab International Small-cap Equity Etf
Recent Activity
Decreased -4.09%
0.52%
$955,404
27,830 shares@ $34.34 avg price
CLSCelestica Inc Com
Recent Activity
Decreased -36.22%
0.47%
$872,697
9,455 shares@ $92.31 avg price
GBXGreenbrier Cos Inc Com
Recent Activity
Increased 2.45%
0.46%
$845,260
13,859 shares@ $60.99 avg price
LLoews Corp Com
Recent Activity
Increased 2.17%
0.46%
$839,871
9,917 shares@ $84.7 avg price
KAROpenlane Inc Com
Recent Activity
Increased 3.66%
0.45%
$831,534
41,912 shares@ $19.84 avg price