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
176
$12.3K ﹤0.01%
373
177
$12.1K ﹤0.01%
415
178
$11.9K ﹤0.01%
+573
179
$11.9K ﹤0.01%
+645
180
$11.9K ﹤0.01%
73
181
$11.6K ﹤0.01%
180
182
$11.6K ﹤0.01%
+772
183
$11.3K ﹤0.01%
31
184
$11.1K ﹤0.01%
125
185
$10.8K ﹤0.01%
500
186
$10.4K ﹤0.01%
253
187
$10.3K ﹤0.01%
260
188
$10.3K ﹤0.01%
370
189
$10K ﹤0.01%
23
190
$9.88K ﹤0.01%
102
+1
191
$9.85K ﹤0.01%
150
192
$9.7K ﹤0.01%
200
193
$8.86K ﹤0.01%
60
194
$8.71K ﹤0.01%
105
195
$8.59K ﹤0.01%
77
196
$8.53K ﹤0.01%
371
197
$8.52K ﹤0.01%
84
198
$8.37K ﹤0.01%
16
199
$8.22K ﹤0.01%
31
200
$8.21K ﹤0.01%
300
6 7
8
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