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
2401
– –
-34,260
2402
– –
-39,903
2403
– –
-18,874
93 94 95 96
97