CWA

Core Wealth Advisors Portfolio holdings

AUM $384M
1-Year Est. Return 14.8%
This Quarter Est. Return
1 Year Est. Return
+14.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.02M
3
+$2.18M
4
INTC icon
Intel
INTC
+$2.15M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$885K

Top Sells

1
+$7.42M
2
+$3.46M
3
+$2.12M
4
BA icon
Boeing
BA
+$1.85M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.03M

Sector Composition

1 Technology 3.76%
2 Industrials 1.47%
3 Healthcare 1.05%
4 Consumer Discretionary 0.45%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.74K ﹤0.01%
20
227
$4.69K ﹤0.01%
22
228
$4.56K ﹤0.01%
33
229
$4.43K ﹤0.01%
22
230
$3.89K ﹤0.01%
+15
231
$3.68K ﹤0.01%
176
232
$3.45K ﹤0.01%
43
233
$3.38K ﹤0.01%
4
234
$3.26K ﹤0.01%
185
235
$3.23K ﹤0.01%
231
236
$2.83K ﹤0.01%
+70
237
$2.66K ﹤0.01%
93
+1
238
$2.6K ﹤0.01%
32
239
$2.58K ﹤0.01%
55
240
$2.47K ﹤0.01%
26
-23
241
$2.39K ﹤0.01%
+20
242
$2.33K ﹤0.01%
41
243
$1.85K ﹤0.01%
54
244
$1.73K ﹤0.01%
14
245
$1.52K ﹤0.01%
9
246
$1.28K ﹤0.01%
15
247
$728 ﹤0.01%
8
248
$596 ﹤0.01%
21
249
$507 ﹤0.01%
+7
250
$472 ﹤0.01%
54
8 9
10
11 12