CWA
Cura Wealth Advisors Portfolio holdings
AUM
$215M
1 Year Est. Return
–
AUM
$215M
AUM Growth
-$32.4M
(-13%)
Holding
126
Top Buys
| 1 | +$2.59M | |
| 2 | +$2.06M | |
| 3 | +$762K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$653K |
| 5 |
GPMT
Granite Point Mortgage Trust
GPMT
|
+$431K |
Top Sells
| 1 | +$31.3M | |
| 2 | +$2.54M | |
| 3 | +$2.28M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$665K |
| 5 |
Amazon
AMZN
|
+$575K |
Sector Composition
| 1 | Healthcare | 28.96% |
| 2 | Financials | 24.09% |
| 3 | Real Estate | 10.52% |
| 4 | Technology | 8.77% |
| 5 | Consumer Discretionary | 1.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
AT&T
T
$188B
| – | – |
0
|
|