CWA

Crux Wealth Advisors Portfolio holdings

AUM $235M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.85M
2
+$6.43M
3
+$6.16M
4
AMZN icon
Amazon
AMZN
+$4.85M
5
AAPL icon
Apple
AAPL
+$4.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.16%
2 Financials 8.8%
3 Consumer Discretionary 7.81%
4 Healthcare 5.85%
5 Communication Services 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.26%
+6,822
27
$2.12M 1.18%
+11,178
28
$2.05M 1.14%
+4,433
29
$2M 1.11%
+6,323
30
$1.79M 1%
+34,806
31
$1.78M 0.99%
+4,582
32
$1.69M 0.94%
+340
33
$1.68M 0.94%
+64,628
34
$1.65M 0.92%
+4,022
35
$1.56M 0.87%
+17,289
36
$1.38M 0.77%
+4,989
37
$1.38M 0.77%
+4,121
38
$1.34M 0.75%
+2,275
39
$1.32M 0.74%
+13,012
40
$1.32M 0.73%
+13,266
41
$1.3M 0.72%
+6,623
42
$1.29M 0.72%
+4,464
43
$1.28M 0.71%
+16,034
44
$1.27M 0.71%
+6,508
45
$1.25M 0.7%
+16,888
46
$1.22M 0.68%
+8,720
47
$1.2M 0.67%
+3,335
48
$1.19M 0.66%
+3,215
49
$1.17M 0.65%
+27,928
50
$1.15M 0.64%
+30,550
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