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
$340M
AUM Growth
+$56K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$605K
3
+$295K
4
INTU icon
Intuit
INTU
+$228K
5
SCHW icon
Charles Schwab
SCHW
+$223K

Top Sells

1
+$347K
2
+$257K
3
+$254K
4
VZ icon
Verizon
VZ
+$245K
5
MDT icon
Medtronic
MDT
+$215K

Sector Composition

1 Financials 70.32%
2 Technology 4.18%
3 Industrials 3.56%
4 Consumer Discretionary 2.82%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.31%
9,450
27
$1.05M 0.31%
24,042
+103
28
$1.03M 0.3%
8,500
29
$1.01M 0.3%
3,660
+52
30
$1.01M 0.3%
85,639
31
$981K 0.29%
3,448
-44
32
$939K 0.28%
6,053
+571
33
$903K 0.27%
15,600
34
$873K 0.26%
20,070
+473
35
$846K 0.25%
5,103
+102
36
$843K 0.25%
10,061
-26
37
$798K 0.23%
2,227
+30
38
$794K 0.23%
199
+6
39
$778K 0.23%
2,910
-27
40
$712K 0.21%
1,470
-330
41
$710K 0.21%
3,646
+74
42
$696K 0.2%
16,171
-235
43
$657K 0.19%
2,475
+39
44
$651K 0.19%
2,429
+7
45
$643K 0.19%
13,500
46
$633K 0.19%
23,107
+1,679
47
$630K 0.19%
11,250
48
$628K 0.18%
2,599
-60
49
$611K 0.18%
5,291
-84
50
$609K 0.18%
3,721
+62
1
2
3 4 5