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
101
$444K 0.25%
+10,081
102
$442K 0.25%
+1,495
103
$439K 0.24%
+1,955
104
$426K 0.24%
+1,759
105
$425K 0.24%
+3,687
106
$424K 0.24%
+5,019
107
$411K 0.23%
+6,249
108
$406K 0.23%
+1,930
109
$402K 0.22%
+4,132
110
$393K 0.22%
+8,944
111
$386K 0.22%
+5,387
112
$385K 0.21%
+3,882
113
$375K 0.21%
+6,605
114
$374K 0.21%
+1,819
115
$368K 0.21%
+5,945
116
$363K 0.2%
+816
117
$356K 0.2%
+1,216
118
$353K 0.2%
+4,600
119
$344K 0.19%
+12,667
120
$336K 0.19%
+1,276
121
$327K 0.18%
+1,362
122
$318K 0.18%
+1,939
123
$315K 0.18%
+1,393
124
$312K 0.17%
+1,343
125
$312K 0.17%
+1,466
2 3 4
5
6