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
$172M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$2.09M
3
+$1.24M
4
ALTL icon
Pacer Lunt Large Cap Alternator ETF
ALTL
+$1.1M
5
PALC icon
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
+$1.08M

Top Sells

1
+$3.84M
2
+$2.29M
3
+$2.26M
4
DOW icon
Dow Inc
DOW
+$941K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$702K

Sector Composition

1 Technology 2.06%
2 Healthcare 1.21%
3 Consumer Staples 1.19%
4 Consumer Discretionary 1.16%
5 Industrials 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38K 0.02%
178
77
$35K 0.02%
325
-400
78
$31K 0.02%
665
79
$30K 0.02%
990
+50
80
$30K 0.02%
157
81
$29K 0.02%
724
82
$28K 0.02%
391
83
$27K 0.02%
724
+526
84
$27K 0.02%
175
+159
85
$26K 0.02%
190
86
$26K 0.02%
383
+153
87
$25K 0.01%
260
88
$23K 0.01%
960
-150
89
$23K 0.01%
862
-3,107
90
$22K 0.01%
265
91
$22K 0.01%
298
92
$22K 0.01%
356
93
$21K 0.01%
151
94
$21K 0.01%
522
+222
95
$21K 0.01%
369
96
$21K 0.01%
110
97
$20K 0.01%
+397
98
$19K 0.01%
200
99
$19K 0.01%
+462
100
$19K 0.01%
238
2 3
4
5 6