CWA

Cura Wealth Advisors Portfolio holdings

AUM $215M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$38.3M
3
+$26.5M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$6.05M
5
PLTR icon
Palantir
PLTR
+$6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 37.19%
2 Financials 21.54%
3 Technology 9.43%
4 Real Estate 8.63%
5 Consumer Discretionary 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.2M 23.55%
+299,652
2
$38.3M 16.96%
+1,765,237
3
$26.5M 11.72%
+234,200
4
$6.05M 2.68%
+619,457
5
$6M 2.65%
+79,275
6
$5.97M 2.64%
+689,100
7
$5.22M 2.31%
+14,831
8
$4.3M 1.9%
+729,227
9
$3.94M 1.74%
+342,000
10
$3.65M 1.62%
+241,000
11
$3.65M 1.61%
+14,573
12
$3.5M 1.55%
+1,255,521
13
$3.39M 1.5%
+300,608
14
$3.32M 1.47%
+8,039
15
$3.19M 1.41%
+183,299
16
$2.45M 1.08%
+20,834
17
$2.24M 0.99%
+216,089
18
$2.04M 0.9%
+116,174
19
$2.03M 0.9%
+27,390
20
$1.93M 0.85%
+4,580
21
$1.93M 0.85%
+142,793
22
$1.82M 0.81%
+42,671
23
$1.67M 0.74%
+9,992
24
$1.63M 0.72%
+7,451
25
$1.61M 0.71%
+148,619
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