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
151
$8K ﹤0.01%
250
152
$8K ﹤0.01%
200
-231
153
$8K ﹤0.01%
+138
154
$7K ﹤0.01%
75
155
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100
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67
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95
+60
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$7K ﹤0.01%
180
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+60
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67
161
$6K ﹤0.01%
100
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$6K ﹤0.01%
110
-463
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$6K ﹤0.01%
60
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$6K ﹤0.01%
75
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16
-30
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$6K ﹤0.01%
169
167
$5K ﹤0.01%
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169
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171
$5K ﹤0.01%
20
172
$5K ﹤0.01%
51
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$5K ﹤0.01%
57
174
$5K ﹤0.01%
+34
175
$5K ﹤0.01%
160
5 6
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