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
101
$249K 0.1%
821
-91
102
$241K 0.09%
17,208
-78,030
103
$239K 0.09%
503
+13
104
$229K 0.09%
7,932
-168
105
$229K 0.09%
+2,500
106
$229K 0.09%
+1,851
107
$228K 0.09%
+400
108
$227K 0.09%
+2,706
109
$223K 0.09%
+921
110
$218K 0.08%
+10,092
111
$215K 0.08%
484
-275
112
$214K 0.08%
1,166
-20
113
$213K 0.08%
+6,500
114
$213K 0.08%
+346
115
$211K 0.08%
+6,139
116
$211K 0.08%
17,165
-4,745
117
$208K 0.08%
2,400
118
$208K 0.08%
+35,721
119
$207K 0.08%
958
-181
120
$204K 0.08%
+175
121
$197K 0.08%
11,459
+47
122
$196K 0.08%
+20,000
123
$92.1K 0.04%
12,282
124
$89.2K 0.03%
10,000
125
$68.1K 0.03%
15,000
2 3 4
5
6