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
51
$497K 0.22%
+7,935
52
$496K 0.22%
+4,800
53
$484K 0.21%
+827
54
$484K 0.21%
+2,201
55
$480K 0.21%
+10,904
56
$479K 0.21%
+14,114
57
$438K 0.19%
+4,275
58
$438K 0.19%
+3,260
59
$420K 0.19%
+2,733
60
$400K 0.18%
+2,200
61
$390K 0.17%
+14,714
62
$380K 0.17%
+1,721
63
$373K 0.17%
+13,500
64
$368K 0.16%
+947
65
$335K 0.15%
+975
66
$334K 0.15%
+998
67
$312K 0.14%
+988
68
$309K 0.14%
+15,428
69
$309K 0.14%
+2,135
70
$307K 0.14%
+759
71
$305K 0.14%
+11,177
72
$293K 0.13%
+3,660
73
$277K 0.12%
+1,812
74
$275K 0.12%
+21,910
75
$266K 0.12%
+2,471
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3
4