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
76
$694K 0.39%
+9,885
77
$670K 0.37%
+4,498
78
$667K 0.37%
+7,305
79
$665K 0.37%
+5,969
80
$658K 0.37%
+4,065
81
$646K 0.36%
+8,179
82
$636K 0.35%
+5,090
83
$584K 0.33%
+17,847
84
$574K 0.32%
+6,533
85
$567K 0.32%
+2,487
86
$556K 0.31%
+2,673
87
$548K 0.3%
+4,307
88
$542K 0.3%
+2,905
89
$537K 0.3%
+1,051
90
$534K 0.3%
+6,228
91
$522K 0.29%
+4,320
92
$506K 0.28%
+10,678
93
$502K 0.28%
+1,008
94
$491K 0.27%
+17,125
95
$490K 0.27%
+1,690
96
$478K 0.27%
+6,455
97
$467K 0.26%
+6,646
98
$455K 0.25%
+2,360
99
$455K 0.25%
+2,959
100
$450K 0.25%
+23,734
2 3
4
5 6