CWA

Core Wealth Advisors Portfolio holdings

AUM $348M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1 +$6.09M
2 +$2.2M
3 +$898K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$286K
5
IRM icon
Iron Mountain
IRM
+$51K

Sector Composition

1 Technology 2.27%
2 Financials 1.87%
3 Communication Services 1.14%
4 Consumer Staples 1.01%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$30K 0.03%
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77
$29K 0.03%
392
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$29K 0.03%
266
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$26K 0.02%
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$26K 0.02%
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83
$25K 0.02%
+1,489
84
$25K 0.02%
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$24K 0.02%
1,587
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$24K 0.02%
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$24K 0.02%
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88
$23K 0.02%
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$22K 0.02%
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$21K 0.02%
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$21K 0.02%
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$20K 0.02%
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$20K 0.02%
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$18K 0.02%
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$18K 0.02%
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$17K 0.02%
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$17K 0.02%
308