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
126
$308K 0.17%
+6,396
127
$308K 0.17%
+5,090
128
$293K 0.16%
+4,637
129
$292K 0.16%
+689
130
$291K 0.16%
+510
131
$280K 0.16%
+2,007
132
$278K 0.15%
+1,226
133
$253K 0.14%
+2,847
134
$247K 0.14%
+2,320
135
$245K 0.14%
+3,151
136
$239K 0.13%
+261
137
$237K 0.13%
+1,126
138
$231K 0.13%
+72
139
$227K 0.13%
+4,444
140
$225K 0.13%
+3,928
141
$220K 0.12%
+2,159
142
$220K 0.12%
+1,519
143
$212K 0.12%
+200
144
$205K 0.11%
+876
145
$204K 0.11%
+3,446
146
$202K 0.11%
+4,181
147
$201K 0.11%
+1,189
148
$118K 0.07%
+23,314
149
$35.4K 0.02%
+10,329
150
$27.7K 0.02%
+10,182