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
$272M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$2.56M
3
+$462K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$385K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$375K

Top Sells

1
+$15.2M
2
+$2.08M
3
+$1.12M
4
TACK icon
Fairlead Tactical Sector ETF
TACK
+$398K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$280K

Sector Composition

1 Technology 2.37%
2 Industrials 2.36%
3 Healthcare 1.84%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
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