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
76
$284K 0.11%
5,982
77
$283K 0.11%
4,031
+1
78
$276K 0.11%
21,910
79
$275K 0.11%
1,105
-1,096
80
$274K 0.11%
+631
81
$268K 0.11%
998
82
$260K 0.11%
3,525
83
$259K 0.1%
2,769
84
$254K 0.1%
6,548
85
$248K 0.1%
1,812
86
$246K 0.1%
260
+25
87
$245K 0.1%
1,900
88
$243K 0.1%
1,455
-36
89
$232K 0.09%
20,292
-1,350
90
$232K 0.09%
750
-225
91
$231K 0.09%
+803
92
$228K 0.09%
490
93
$225K 0.09%
+2,268
94
$224K 0.09%
1,121
-600
95
$222K 0.09%
+1,991
96
$221K 0.09%
+404
97
$217K 0.09%
+2,412
98
$211K 0.09%
11,369
+7
99
$210K 0.08%
+2,250
100
$210K 0.08%
9,228
-6,200
1 2 3
4
5