CWA
Cura Wealth Advisors Portfolio holdings
AUM
$264M
1-Year Est. Return
12.51%
This Fund
S&P 500
1 Year Est. Return
+12.51%
AUM
$260M
AUM Growth
+$45M
(+21%)
Holding
132
Top Buys
| 1 | +$29.8M | |
| 2 | +$13.3M | |
| 3 | +$1.73M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.34M |
| 5 |
Coinbase
COIN
|
+$1.02M |
Top Sells
| 1 | +$5.8M | |
| 2 | +$3.87M | |
| 3 | +$2.49M | |
| 4 |
Rithm Capital
RITM
|
+$1.25M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Designer Brands
DBI
$268M
| $50.5K | 0.02% |
14,252
+152
|
|
||
127
Ares Management
ARES
$23.8B
| – | – |
0
|
|
||
128
Emerson Electric
EMR
$72B
| – | – |
-1,570
|
|
||
129
IBM
IBM
$227B
| – | – |
-785
|
|
||
|
130
Rithm Capital
RITM
$4.88B
| – | – |
-110,619
|
|
||
131
S&P Global
SPGI
$127B
| – | – |
-382
|
|
||
132
State Street Energy Select Sector SPDR ETF
XLE
$41.4B
| – | – |
-5,538
|
|