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
176
$5K ﹤0.01%
134
177
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25
-3
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43
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$4K ﹤0.01%
+34
180
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189
+146
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$4K ﹤0.01%
120
+45
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33
183
$4K ﹤0.01%
337
184
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31
-34
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100
186
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50
187
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29
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19
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$3K ﹤0.01%
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191
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100
192
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35
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765
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34
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60
196
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-252
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$3K ﹤0.01%
185
-400
198
$3K ﹤0.01%
45
199
$3K ﹤0.01%
25
200
$2K ﹤0.01%
50
6 7
8
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