CWP

Curated Wealth Partners Portfolio holdings

AUM $827M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$14.2M
3
+$8.07M
4
TEX icon
Terex
TEX
+$6.11M
5
AAPL icon
Apple
AAPL
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 25.95%
2 Financials 15.83%
3 Technology 10.18%
4 Industrials 7.33%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.78%
+61,680
27
$1.19M 0.77%
+3,324
28
$1.12M 0.73%
+20,250
29
$1.03M 0.67%
+24,822
30
$896K 0.58%
+10,220
31
$844K 0.55%
+27,862
32
$802K 0.52%
+2,136
33
$802K 0.52%
+13,455
34
$792K 0.51%
+2,021
35
$767K 0.5%
+3,308
36
$710K 0.46%
+3,246
37
$704K 0.46%
+5,540
38
$694K 0.45%
+6,962
39
$683K 0.44%
+5,253
40
$670K 0.43%
+6,118
41
$655K 0.42%
+10,107
42
$651K 0.42%
+1,748
43
$631K 0.41%
+16,654
44
$616K 0.4%
+3,400
45
$602K 0.39%
+3,636
46
$598K 0.39%
+1,196
47
$582K 0.38%
+4,180
48
$569K 0.37%
+2,429
49
$557K 0.36%
+2,392
50
$554K 0.36%
+3,738
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