CWA
Cura Wealth Advisors Portfolio holdings
AUM
$215M
This Quarter Return
+1.5%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$226M
AUM Growth
–
Cap. Flow
+$226M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.76%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
AbbVie
ABBV
|
$53.2M |
| 2 |
FS KKR Capital
FSK
|
$38.3M |
| 3 |
Abbott
ABT
|
$26.5M |
| 4 |
EVV
Eaton Vance Limited Duration Income Fund
EVV
|
$6.05M |
| 5 |
Palantir
PLTR
|
$6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 37.19% |
| 2 | Financials | 21.54% |
| 3 | Technology | 9.43% |
| 4 | Real Estate | 8.63% |
| 5 | Consumer Discretionary | 1.66% |
