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
201
$8.05K ﹤0.01%
139
202
$7.83K ﹤0.01%
110
203
$7.79K ﹤0.01%
300
204
$7.59K ﹤0.01%
120
205
$7.42K ﹤0.01%
170
206
$7.11K ﹤0.01%
435
-2,000
207
$7.1K ﹤0.01%
60
-51
208
$7.07K ﹤0.01%
60
209
$7.02K ﹤0.01%
45
210
$6.93K ﹤0.01%
90
211
$6.69K ﹤0.01%
57
212
$6.54K ﹤0.01%
75
213
$6.34K ﹤0.01%
63
214
$6.27K ﹤0.01%
149
215
$6.24K ﹤0.01%
75
216
$6.06K ﹤0.01%
100
217
$5.95K ﹤0.01%
+312
218
$5.81K ﹤0.01%
250
219
$5.68K ﹤0.01%
40
220
$5.09K ﹤0.01%
172
221
$5.07K ﹤0.01%
75
222
$4.96K ﹤0.01%
323
223
$4.79K ﹤0.01%
100
224
$4.79K ﹤0.01%
60
225
$4.76K ﹤0.01%
23
7 8
9
10 11