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
$235M
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Sells

1 +$3.1M
2 +$1.92M
3 +$1.76M
4
AVGO icon
Broadcom
AVGO
+$1.51M
5
FIXD icon
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
LHX icon
176
L3Harris
LHX
$53.1B
-1,171
LYG icon
177
Lloyds Banking Group
LYG
$66.2B
-10,182
NEE icon
178
NextEra Energy
NEE
$174B
-3,954
PEG icon
179
Public Service Enterprise Group
PEG
$42.3B
-3,659
QQEW icon
180
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.92B
-3,001
SPGI icon
181
S&P Global
SPGI
$144B
-647
STE icon
182
Steris
STE
$23.7B
-1,104
VB icon
183
Vanguard Small-Cap ETF
VB
$67B
-1,402