Corient Private Wealth

Corient Private Wealth Portfolio holdings

AUM $63.4B
1-Year Est. Return 19.6%
This Quarter Est. Return
1 Year Est. Return
+19.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$57.4B
AUM Growth
+$1.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,406
New
Increased
Reduced
Closed

Top Buys

1
+$148M
2
+$144M
3
+$105M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$64.5M
5
META icon
Meta Platforms (Facebook)
META
+$62.9M

Top Sells

1
+$8.2B
2
+$149M
3
+$126M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$79M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$70.6M

Sector Composition

1 Technology 21.2%
2 Healthcare 10.7%
3 Financials 10.19%
4 Industrials 7.27%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$238K ﹤0.01%
2,208
-1,034
2027
$238K ﹤0.01%
13,476
-41
2028
$238K ﹤0.01%
+3,278
2029
$236K ﹤0.01%
5,196
-1,419
2030
$235K ﹤0.01%
+611
2031
$235K ﹤0.01%
4,075
2032
$235K ﹤0.01%
2,032
+94
2033
$235K ﹤0.01%
+4,358
2034
$234K ﹤0.01%
2,755
+245
2035
$234K ﹤0.01%
6,200
2036
$234K ﹤0.01%
3,405
-55
2037
$233K ﹤0.01%
23,946
-576
2038
$233K ﹤0.01%
7,704
+26
2039
$232K ﹤0.01%
25,813
2040
$232K ﹤0.01%
2,249
-86
2041
$231K ﹤0.01%
947
-134
2042
$231K ﹤0.01%
16,685
+4,724
2043
$230K ﹤0.01%
15,599
+4,892
2044
$230K ﹤0.01%
17,299
2045
$229K ﹤0.01%
22,643
+2,167
2046
$229K ﹤0.01%
1,915
-82
2047
$229K ﹤0.01%
2,780
+165
2048
$228K ﹤0.01%
+2,500
2049
$228K ﹤0.01%
2,951
+75
2050
$228K ﹤0.01%
11,988
+947
80 81
82
83 84