CWA
Crux Wealth Advisors Portfolio holdings
AUM
$235M
1 Year Est. Return
–
AUM
$235M
AUM Growth
+$42.7M
(+22%)
Holding
183
Top Buys
| 1 | +$6.66M | |
| 2 | +$6.54M | |
| 3 | +$4.84M | |
| 4 |
SPDR S&P 500 Fossil Fuel Free ETF
SPYX
|
+$4.33M |
| 5 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
+$3.8M |
Top Sells
| 1 | +$3.1M | |
| 2 | +$1.92M | |
| 3 | +$1.76M | |
| 4 |
Broadcom
AVGO
|
+$1.51M |
| 5 |
First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
+$1.5M |
Sector Composition
| 1 | Technology | 13.99% |
| 2 | Financials | 8.42% |
| 3 | Consumer Discretionary | 6.6% |
| 4 | Communication Services | 5.74% |
| 5 | Healthcare | 5.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
L3Harris
LHX
$53.1B
| – | – |
-1,171
|
|
||
177
Lloyds Banking Group
LYG
$66.2B
| – | – |
-10,182
|
|
||
178
NextEra Energy
NEE
$174B
| – | – |
-3,954
|
|
||
179
Public Service Enterprise Group
PEG
$42.3B
| – | – |
-3,659
|
|
||
180
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.92B
| – | – |
-3,001
|
|
||
181
S&P Global
SPGI
$144B
| – | – |
-647
|
|
||
182
Steris
STE
$23.7B
| – | – |
-1,104
|
|
||
183
Vanguard Small-Cap ETF
VB
$67B
| – | – |
-1,402
|
|