CWA

Crux Wealth Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
+17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.35M
3
+$3.01M
4
BKDV
BNY Mellon Dynamic Value ETF
BKDV
+$2.92M
5
BKCI icon
BNY Mellon Concentrated International ETF
BKCI
+$1.29M

Top Sells

1
+$1.63M
2
+$850K
3
+$792K
4
AVGO icon
Broadcom
AVGO
+$636K
5
NVDA icon
NVIDIA
NVDA
+$596K

Sector Composition

1 Technology 13.99%
2 Financials 9.45%
3 Consumer Discretionary 6.86%
4 Healthcare 6%
5 Communication Services 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.29%
5,280
+973
102
$531K 0.28%
10,949
+271
103
$523K 0.27%
11,562
+1,481
104
$515K 0.27%
13,774
-4,073
105
$510K 0.27%
1,088
+37
106
$509K 0.26%
+6,577
107
$499K 0.26%
2,892
-1,606
108
$496K 0.26%
1,894
+399
109
$481K 0.25%
24,344
+610
110
$478K 0.25%
+9,528
111
$477K 0.25%
+9,430
112
$477K 0.25%
+23,748
113
$476K 0.25%
5,937
-2,242
114
$475K 0.25%
+25,547
115
$472K 0.25%
7,374
+1,125
116
$467K 0.24%
1,495
-195
117
$464K 0.24%
1,965
-522
118
$453K 0.24%
1,180
+364
119
$449K 0.23%
4,256
+1,936
120
$431K 0.22%
14,935
-2,190
121
$420K 0.22%
+4,390
122
$418K 0.22%
+4,479
123
$405K 0.21%
+15,329
124
$391K 0.2%
+7,960
125
$383K 0.2%
3,661
-26
3 4
5
6 7