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
126
$13K 0.01%
140
127
$13K 0.01%
775
-1,165
128
$13K 0.01%
2,161
+53
129
$13K 0.01%
136
130
$12K 0.01%
2,000
131
$12K 0.01%
324
132
$11K 0.01%
269
133
$11K 0.01%
373
134
$11K 0.01%
+152
135
$11K 0.01%
292
136
$11K 0.01%
200
137
$11K 0.01%
149
138
$10K 0.01%
62
139
$10K 0.01%
89
140
$10K 0.01%
183
141
$10K 0.01%
+1,000
142
$10K 0.01%
+31
143
$10K 0.01%
+150
144
$9K 0.01%
300
145
$9K 0.01%
253
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146
$9K 0.01%
35
147
$9K 0.01%
+84
148
$9K 0.01%
325
149
$9K 0.01%
73
150
$9K 0.01%
300
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6
7 8