CWA

Cura Wealth Advisors Portfolio holdings

AUM $223M
1-Year Est. Return 1.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$13.3M
3
+$1.73M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
COIN icon
Coinbase
COIN
+$1.02M

Top Sells

1
+$5.8M
2
+$3.87M
3
+$2.49M
4
RITM icon
Rithm Capital
RITM
+$1.25M
5
MFIC icon
MidCap Financial Investment
MFIC
+$1.16M

Sector Composition

1 Healthcare 38.89%
2 Financials 20.36%
3 Real Estate 8.9%
4 Technology 7.46%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.53%
+2,758
27
$1.38M 0.53%
29,480
+3,180
28
$1.31M 0.5%
7,027
+2,266
29
$1.29M 0.5%
2,101
+155
30
$1.29M 0.5%
110,000
31
$1.09M 0.42%
31,800
32
$1.04M 0.4%
+4,290
33
$1.02M 0.39%
38,754
34
$1.01M 0.39%
+3,000
35
$1.01M 0.39%
13,214
-900
36
$977K 0.38%
78,983
-64
37
$972K 0.37%
1,324
+164
38
$950K 0.37%
27,560
-8,445
39
$941K 0.36%
1,413
+2
40
$888K 0.34%
98,696
+8,396
41
$852K 0.33%
1,419
+8
42
$769K 0.3%
11,032
-4,443
43
$763K 0.29%
10,665
+2,080
44
$756K 0.29%
13,956
+16
45
$719K 0.28%
25,414
-2,834
46
$702K 0.27%
68,000
+2,000
47
$643K 0.25%
5,334
+97
48
$620K 0.24%
7,758
49
$617K 0.24%
3,253
+6
50
$606K 0.23%
30,584
-4,822
1
2
3 4 5