CWAF

Core Wealth Advisors (Florida) Portfolio holdings

AUM $385M
1-Year Est. Return 16.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$843K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$2.66M
3
+$1.35M
4
EDOW icon
First Trust Dow 30 Equal Weight ETF
EDOW
+$1.32M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M

Top Sells

1
+$7.47M
2
+$3.41M
3
+$1.33M
4
GM icon
General Motors
GM
+$1.23M
5
AIG icon
American International
AIG
+$1.17M

Sector Composition

1 Financials 3.28%
2 Technology 2.76%
3 Communication Services 2.36%
4 Healthcare 1.2%
5 Energy 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
50
-70
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16
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31
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26
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$6K ﹤0.01%
500
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$5K ﹤0.01%
60
158
$5K ﹤0.01%
+130
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15
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$5K ﹤0.01%
100
161
$5K ﹤0.01%
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162
$5K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
100
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$4K ﹤0.01%
20
166
$4K ﹤0.01%
75
167
$4K ﹤0.01%
+190
168
$4K ﹤0.01%
60
-13,707
169
$4K ﹤0.01%
+200
170
$3K ﹤0.01%
+33
171
$3K ﹤0.01%
42
-18,049
172
$3K ﹤0.01%
16
173
$3K ﹤0.01%
25
174
$2K ﹤0.01%
300
+100
175
$2K ﹤0.01%
100
5 6
7
8 9