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
101
$204K 0.08%
+1,133
102
$192K 0.08%
20,000
103
$189K 0.08%
8,000
+4,000
104
$52.4K 0.02%
15,000
105
$51.5K 0.02%
+14,100
106
– –
-116,174
107
– –
-8,100
108
– –
-759
109
– –
-1,860
110
– –
-3,200
1 2 3 4
5