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
$107M
AUM Growth
-$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$7.59M
2 +$4.97M
3 +$4.53M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$4.2M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.87M

Sector Composition

1 Technology 2.25%
2 Financials 1.56%
3 Communication Services 1.17%
4 Consumer Staples 1.06%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-69