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
101
$46.5K 0.02%
267
102
$44.9K 0.02%
178
103
$44.2K 0.02%
+712
104
$43.3K 0.01%
74
105
$42K 0.01%
724
106
$42K 0.01%
2,067
+567
107
$41.9K 0.01%
302
108
$40K 0.01%
325
109
$38.2K 0.01%
110
110
$37.9K 0.01%
401
+200
111
$37.7K 0.01%
994
+1
112
$36.9K 0.01%
164
113
$36.4K 0.01%
404
114
$35.5K 0.01%
724
115
$34.9K 0.01%
85
116
$34.8K 0.01%
265
117
$34.1K 0.01%
557
-2
118
$33.8K 0.01%
747
119
$32.6K 0.01%
202
120
$32.4K 0.01%
115
+15
121
$30.8K 0.01%
201
122
$29.6K 0.01%
665
123
$29.2K 0.01%
369
124
$29K 0.01%
100
125
$29K 0.01%
500
3 4
5
6 7