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
$247M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$1.51M
3
+$1.08M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$825K
5
AAPL icon
Apple
AAPL
+$600K

Top Sells

1
+$2.82M
2
+$2.04M
3
+$1.63M
4
TSLA icon
Tesla
TSLA
+$307K
5
IBM icon
IBM
IBM
+$273K

Sector Composition

1 Healthcare 40.23%
2 Financials 21.27%
3 Real Estate 9.26%
4 Technology 7.73%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.55%
26,333
27
$1.35M 0.54%
95,238
-5,000
28
$1.31M 0.53%
2,330
+618
29
$1.27M 0.51%
110,000
-14,420
30
$1.18M 0.48%
34,948
+4,550
31
$1.13M 0.46%
2,016
+16
32
$1.05M 0.42%
16,470
33
$1.01M 0.41%
79,038
+5,512
34
$949K 0.38%
33,248
-927
35
$932K 0.38%
86,300
+11,000
36
$865K 0.35%
1,845
-28
37
$863K 0.35%
1,680
+525
38
$856K 0.35%
38,754
39
$825K 0.33%
+8,200
40
$700K 0.28%
4,042
+318
41
$686K 0.28%
66,000
-19,054
42
$665K 0.27%
4,298
-306
43
$663K 0.27%
1,150
+323
44
$649K 0.26%
14,114
45
$629K 0.25%
8,585
+650
46
$593K 0.24%
29,950
+55
47
$580K 0.23%
3,400
+1,200
48
$517K 0.21%
3,000
-600
49
$498K 0.2%
5,366
+566
50
$494K 0.2%
10,904
1
2
3 4 5