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
51
$593K 0.23%
58,428
-379,034
52
$590K 0.23%
1,870
+290
53
$576K 0.22%
2,830
+30
54
$552K 0.21%
4,099
-176
55
$536K 0.21%
7,295
+60
56
$510K 0.2%
10,078
-1,100
57
$504K 0.19%
19,793
+4,031
58
$504K 0.19%
2,716
+328
59
$461K 0.18%
+13,395
60
$453K 0.17%
16,581
+50
61
$439K 0.17%
4,704
62
$436K 0.17%
571
+149
63
$405K 0.16%
11,387
64
$401K 0.15%
990
-26
65
$397K 0.15%
1,840
+55
66
$381K 0.15%
8,622
67
$379K 0.15%
1,153
-223
68
$367K 0.14%
+2,148
69
$359K 0.14%
1,472
+122
70
$354K 0.14%
1,037
+53
71
$340K 0.13%
6,000
72
$326K 0.13%
4,079
+45
73
$317K 0.12%
20,500
74
$309K 0.12%
18,247
-1
75
$308K 0.12%
5,133
+784
1 2
3
4 5