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
$515M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$534K
3
+$457K
4
AVGO icon
Broadcom
AVGO
+$270K
5
PARA
Paramount Global Class B
PARA
+$264K

Top Sells

1
+$866K
2
+$396K
3
+$394K
4
UNH icon
UnitedHealth
UNH
+$348K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$334K

Sector Composition

1 Financials 71.83%
2 Technology 4.3%
3 Industrials 3.35%
4 Consumer Discretionary 2.08%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.23%
10,981
-608
27
$1.19M 0.23%
11,528
-2,198
28
$1.18M 0.23%
6,356
-158
29
$1.13M 0.22%
8,500
30
$1.12M 0.22%
3,603
-65
31
$1.09M 0.21%
88,164
+2,525
32
$1.09M 0.21%
15,400
33
$1.08M 0.21%
37,765
-846
34
$1M 0.19%
158
-7
35
$978K 0.19%
5,291
36
$971K 0.19%
5,103
37
$943K 0.18%
22,300
+3,570
38
$929K 0.18%
9,996
39
$922K 0.18%
3,749
-13
40
$917K 0.18%
6,622
41
$916K 0.18%
30,168
-2,581
42
$902K 0.18%
5,011
-54
43
$894K 0.17%
2,946
+2,123
44
$881K 0.17%
12,145
45
$854K 0.17%
15,252
-201
46
$811K 0.16%
4,099
-44
47
$788K 0.15%
2,021
-61
48
$786K 0.15%
3,933
49
$785K 0.15%
3,837
-83
50
$743K 0.14%
26,870
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