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
51
$1.11M 0.62%
+5,645
52
$1.11M 0.62%
+23,844
53
$1.09M 0.61%
+5,710
54
$1.07M 0.6%
+5,043
55
$1.04M 0.58%
+36,482
56
$1.04M 0.58%
+6,243
57
$1.04M 0.58%
+5,064
58
$1.03M 0.57%
+12,836
59
$1.01M 0.56%
+25,739
60
$1.01M 0.56%
+4,353
61
$989K 0.55%
+9,198
62
$983K 0.55%
+1,943
63
$973K 0.54%
+20,357
64
$936K 0.52%
+2,317
65
$868K 0.48%
+1,649
66
$846K 0.47%
+10,349
67
$834K 0.46%
+6,901
68
$815K 0.45%
+5,632
69
$810K 0.45%
+4,339
70
$800K 0.45%
+23,271
71
$796K 0.44%
+14,757
72
$771K 0.43%
+33,261
73
$760K 0.42%
+6,316
74
$715K 0.4%
+17,868
75
$698K 0.39%
+1,893
1 2
3
4 5