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
$249M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.8M
3
+$4.29M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.13M
5
BA icon
Boeing
BA
+$1.96M

Top Sells

1
+$17.1M
2
+$14.4M
3
+$14.2M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.97M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.77M

Sector Composition

1 Industrials 1.91%
2 Technology 1.31%
3 Consumer Staples 1.29%
4 Healthcare 1.05%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$56.9K 0.02%
327
-7
77
$53.7K 0.02%
+803
78
$52.2K 0.02%
343
79
$50.6K 0.02%
3,342
-30
80
$49.7K 0.02%
493
81
$49.1K 0.02%
178
82
$48.6K 0.02%
747
83
$46.5K 0.02%
1,267
-101
84
$43.6K 0.02%
488
+65
85
$42.6K 0.02%
2,265
86
$42.5K 0.02%
490
87
$42.3K 0.02%
960
88
$41.8K 0.02%
302
+277
89
$38.7K 0.02%
215
90
$36.8K 0.01%
325
91
$33.5K 0.01%
724
92
$33.2K 0.01%
+90
93
$32.7K 0.01%
178
-24
94
$30.4K 0.01%
665
95
$30.1K 0.01%
724
96
$29.8K 0.01%
289
-44
97
$28.9K 0.01%
265
98
$28.5K 0.01%
992
+1
99
$27.2K 0.01%
91
+60
100
$26.5K 0.01%
369
2 3
4
5 6