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
1
$6.85M 3.81%
+51,036
2
$6.43M 3.58%
+79,407
3
$6.16M 3.43%
+14,621
4
$4.85M 2.7%
+22,099
5
$4.44M 2.47%
+17,717
6
$3.84M 2.14%
+7,130
7
$3.8M 2.12%
+31,286
8
$3.8M 2.11%
+88,426
9
$3.79M 2.11%
+16,352
10
$3.69M 2.05%
+12,729
11
$3.51M 1.96%
+14,657
12
$3.43M 1.91%
+5,851
13
$3.13M 1.74%
+27,054
14
$3.1M 1.72%
+80,058
15
$3.05M 1.7%
+31,477
16
$2.91M 1.62%
+49,680
17
$2.89M 1.61%
+66,250
18
$2.75M 1.53%
+96,614
19
$2.7M 1.5%
+5,957
20
$2.63M 1.46%
+42,087
21
$2.61M 1.45%
+93,571
22
$2.45M 1.36%
+12,950
23
$2.42M 1.35%
+26,124
24
$2.4M 1.34%
+9,089
25
$2.3M 1.28%
+45,838
1
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