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
76
$263K 0.12%
+1,070
77
$262K 0.12%
+5,982
78
$257K 0.11%
+1,074
79
$256K 0.11%
+4,030
80
$246K 0.11%
+21,642
81
$242K 0.11%
+1,900
82
$241K 0.11%
+235
83
$239K 0.11%
+3,525
84
$237K 0.1%
+2,769
85
$234K 0.1%
+6,548
86
$232K 0.1%
+1,184
87
$223K 0.1%
+358
88
$223K 0.1%
+11,362
89
$216K 0.1%
+1,491
90
$211K 0.09%
+1,860
91
$209K 0.09%
+3,200
92
$205K 0.09%
+490
93
$202K 0.09%
+8,100
94
$184K 0.08%
+20,000
95
$101K 0.04%
+4,000
96
$49K 0.02%
+15,000
1 2 3
4