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
151
$17.6K 0.01%
44
152
$17.3K 0.01%
400
153
$16.8K 0.01%
573
-3,089
154
$16.5K 0.01%
100
155
$16.5K 0.01%
136
156
$16.3K 0.01%
31
157
$16.2K 0.01%
74
158
$16K 0.01%
156
159
$15.4K 0.01%
54
160
$15.3K 0.01%
100
161
$15.2K 0.01%
281
162
$15.1K 0.01%
467
163
$14.5K ﹤0.01%
250
164
$14.2K ﹤0.01%
111
165
$14.2K ﹤0.01%
2,577
+83
166
$13.5K ﹤0.01%
298
167
$13.2K ﹤0.01%
13
168
$13.2K ﹤0.01%
200
169
$12.8K ﹤0.01%
62
170
$12.7K ﹤0.01%
225
171
$12.6K ﹤0.01%
300
172
$12.6K ﹤0.01%
25
173
$12.5K ﹤0.01%
293
174
$12.4K ﹤0.01%
383
-2,000
175
$12.3K ﹤0.01%
228
5 6
7
8 9