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
$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
76
$94.2K 0.03%
750
77
$93.6K 0.03%
375
78
$81.7K 0.03%
500
79
$80.1K 0.03%
1,605
80
$78.9K 0.03%
432
81
$78.4K 0.03%
446
+12
82
$78.3K 0.03%
204
+15
83
$76.5K 0.03%
515
+20
84
$75.5K 0.03%
500
85
$75.4K 0.03%
267
+10
86
$74K 0.03%
803
87
$72.8K 0.02%
500
88
$72.6K 0.02%
20
89
$70.6K 0.02%
159
+10
90
$70.5K 0.02%
116
91
$69.1K 0.02%
199
92
$68.1K 0.02%
327
93
$67.8K 0.02%
1,593
94
$67.2K 0.02%
193
95
$64.9K 0.02%
490
96
$59.9K 0.02%
634
+203
97
$54.4K 0.02%
493
98
$51.7K 0.02%
566
-115
99
$51.3K 0.02%
250
-75
100
$46.8K 0.02%
381
2 3
4
5 6