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
$114M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1 +$4.24M
2 +$3.19M
3 +$2.37M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.24M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.19M

Sector Composition

1 Technology 1.96%
2 Financials 1.39%
3 Communication Services 1.08%
4 Consumer Staples 0.87%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
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200
102
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-79,747
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77
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57
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75
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42
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45
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22
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5
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