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
$174M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$23M
2 +$13.9M
3 +$13.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.58%
2 Financials 0.33%
3 Consumer Staples 0.32%
4 Healthcare 0.14%
5 Communication Services 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1K ﹤0.01%
+12
127
$1K ﹤0.01%
+22
128
$1K ﹤0.01%
+10
129
$1K ﹤0.01%
+5
130
$1K ﹤0.01%
+50
131
$0 ﹤0.01%
+49
132
$0 ﹤0.01%
+2
133
$0 ﹤0.01%
+21
134
$0 ﹤0.01%
+1
135
$0 ﹤0.01%
+30