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
101
$19K 0.01%
881
+131
102
$18K 0.01%
675
103
$18K 0.01%
1,125
104
$18K 0.01%
100
105
$18K 0.01%
326
106
$17K 0.01%
141
107
$17K 0.01%
398
-22,034
108
$16K 0.01%
154
109
$16K 0.01%
2,265
-903
110
$16K 0.01%
250
-250
111
$16K 0.01%
378
-910
112
$16K 0.01%
515
113
$16K 0.01%
1,140
-3,600
114
$16K 0.01%
+2,204
115
$15K 0.01%
167
-33
116
$15K 0.01%
+73
117
$15K 0.01%
500
118
$15K 0.01%
589
+1
119
$15K 0.01%
2,082
120
$15K 0.01%
+372
121
$15K 0.01%
164
122
$14K 0.01%
175
123
$14K 0.01%
105
124
$14K 0.01%
+249
125
$14K 0.01%
396
3 4
5
6 7