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
76
$307K 0.12%
233
77
$301K 0.12%
5,982
78
$301K 0.12%
2,510
+250
79
$298K 0.11%
3,525
80
$297K 0.11%
2,635
+204
81
$297K 0.11%
+2,037
82
$296K 0.11%
+897
83
$292K 0.11%
1,233
+235
84
$292K 0.11%
971
+187
85
$289K 0.11%
+2,090
86
$287K 0.11%
734
+159
87
$287K 0.11%
806
+3
88
$285K 0.11%
1,067
+27
89
$285K 0.11%
3,180
+4
90
$283K 0.11%
+8,431
91
$272K 0.1%
1,386
+48
92
$271K 0.1%
6,485
-63
93
$268K 0.1%
1,900
94
$264K 0.1%
+1,703
95
$263K 0.1%
+1,713
96
$263K 0.1%
3,200
97
$256K 0.1%
2,689
+277
98
$255K 0.1%
1,988
+82
99
$254K 0.1%
+8,984
100
$251K 0.1%
1,663
-77
2 3
4
5 6