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
51
$484K 0.2%
31,800
+300
52
$475K 0.19%
18,737
+4,023
53
$474K 0.19%
7,635
-2,350
54
$466K 0.19%
1,258
55
$461K 0.19%
4,252
+992
56
$447K 0.18%
3,200
+276
57
$422K 0.17%
4,275
58
$420K 0.17%
1,147
+200
59
$420K 0.17%
2,733
60
$420K 0.17%
11,498
-1,480
61
$396K 0.16%
2,388
+253
62
$388K 0.16%
1,580
+506
63
$377K 0.15%
13,500
64
$374K 0.15%
3,146
+675
65
$359K 0.15%
+1,627
66
$346K 0.14%
988
67
$346K 0.14%
1,785
+601
68
$336K 0.14%
+243
69
$334K 0.14%
11,941
+764
70
$333K 0.13%
1,651
-675
71
$329K 0.13%
3,971
+311
72
$319K 0.13%
588
+230
73
$310K 0.13%
+375
74
$286K 0.12%
1,065
-5
75
$285K 0.12%
+912
1 2
3
4 5