CWA

Cura Wealth Advisors Portfolio holdings

AUM $260M
1-Year Est. Return 15.02%
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$38.3M
3
+$26.5M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$6.05M
5
PLTR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.68%
+5,341
27
$1.45M 0.64%
+124,420
28
$1.42M 0.63%
+100,238
29
$1.27M 0.56%
+26,333
30
$1.25M 0.55%
+16,470
31
$1.17M 0.52%
+2,000
32
$1.01M 0.45%
+1,712
33
$958K 0.42%
+1,873
34
$936K 0.41%
+34,175
35
$935K 0.41%
+73,526
36
$899K 0.4%
+30,398
37
$898K 0.4%
+38,754
38
$894K 0.4%
+3,600
39
$883K 0.39%
+31,500
40
$880K 0.39%
+85,054
41
$872K 0.39%
+4,604
42
$761K 0.34%
+75,300
43
$653K 0.29%
+3,724
44
$622K 0.28%
+1,155
45
$588K 0.26%
+9,985
46
$548K 0.24%
+29,895
47
$543K 0.24%
+12,978
48
$520K 0.23%
+2,326
49
$516K 0.23%
+1,258
50
$504K 0.22%
+2,924
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