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
$295M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$141

Top Sells

1
+$12.1M
2
+$1.16M
3
+$535K
4
VALE icon
Vale
VALE
+$301K

Sector Composition

1 Financials 52.35%
2 Communication Services 10.74%
3 Technology 6.59%
4 Industrials 5.3%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.44%
9,450
27
$1.25M 0.42%
4,174
28
$1.24M 0.42%
8,806
+1
29
$1.19M 0.4%
26,679
30
$1.18M 0.4%
19,903
31
$1.11M 0.38%
3,101
32
$1.06M 0.36%
22,950
33
$999K 0.34%
2,406
34
$958K 0.32%
17,652
35
$919K 0.31%
1,927
36
$914K 0.31%
5,250
37
$913K 0.31%
5,253
38
$885K 0.3%
13,500
39
$861K 0.29%
7,324
40
$852K 0.29%
11,454
41
$839K 0.28%
5,473
42
$811K 0.27%
12,211
43
$785K 0.27%
5,440
44
$771K 0.26%
5,543
45
$770K 0.26%
3,547
46
$764K 0.26%
9,715
47
$764K 0.26%
4,669
48
$738K 0.25%
125
49
$727K 0.25%
4,698
50
$726K 0.25%
5,697
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