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
$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
126
$28.9K 0.01%
90
127
$28.6K 0.01%
1,450
128
$28.2K 0.01%
300
129
$27.8K 0.01%
200
130
$27.2K 0.01%
1,335
131
$26.8K 0.01%
100
132
$26.4K 0.01%
36
133
$25.9K 0.01%
617
134
$25.9K 0.01%
2,082
135
$24.8K 0.01%
1,125
136
$24.8K 0.01%
140
137
$24.8K 0.01%
169
138
$24.3K 0.01%
1,829
-33
139
$23.6K 0.01%
129
140
$23.4K 0.01%
182
141
$22.7K 0.01%
200
142
$22.7K 0.01%
183
143
$21.8K 0.01%
140
144
$21.5K 0.01%
300
145
$20.6K 0.01%
36
146
$20.2K 0.01%
200
-50
147
$20.2K 0.01%
175
148
$19.6K 0.01%
150
149
$19.3K 0.01%
495
-61
150
$18.3K 0.01%
250
4 5
6
7 8