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
126
$372K 0.19%
1,219
+3
127
$363K 0.19%
3,001
-2,089
128
$347K 0.18%
4,709
-1,519
129
$340K 0.18%
+13,923
130
$339K 0.18%
+2,338
131
$333K 0.17%
1,753
-920
132
$329K 0.17%
647
-361
133
$325K 0.17%
692
+3
134
$319K 0.17%
1,542
-818
135
$318K 0.17%
+10,677
136
$316K 0.16%
+5,533
137
$311K 0.16%
1,402
+40
138
$301K 0.16%
3,659
-1,360
139
$295K 0.15%
1,393
140
$294K 0.15%
+6,772
141
$294K 0.15%
4,057
-2,398
142
$294K 0.15%
+2,218
143
$293K 0.15%
+4,826
144
$289K 0.15%
1,249
+123
145
$286K 0.15%
+1,906
146
$285K 0.15%
2,774
-1,546
147
$280K 0.15%
3,954
-1,433
148
$277K 0.14%
1,377
-89
149
$275K 0.14%
72
150
$273K 0.14%
+3,298
3 4 5
6
7