Core Wealth Advisors, Inc.
Core Wealth Advisors, Inc. latest Q1_2021 13F filings reported $113,406,000 in market value on this 2021-05-04 report date . The portfolio quarterly return is 1.31%. This fund has 187 securities concentrations of 100% weights.
Core Wealth Advisors, Inc. largest holding is ISHARES S&P 500 with weight of 35.79% and $40,592,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|