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
$876M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.16M
3
+$1.71M
4
VTV icon
Vanguard Value ETF
VTV
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M

Top Sells

1
+$30.3M
2
+$17.8M
3
+$2.07M
4
PEP icon
PepsiCo
PEP
+$1.01M
5
PH icon
Parker-Hannifin
PH
+$970K

Sector Composition

1 Financials 74.17%
2 Technology 4%
3 Industrials 2.26%
4 Consumer Discretionary 1.59%
5 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.22%
3,651
-60
27
$1.81M 0.21%
24,860
+1,680
28
$1.77M 0.2%
15,609
+1,889
29
$1.74M 0.2%
10,065
+16
30
$1.73M 0.2%
54,103
31
$1.71M 0.2%
+35,800
32
$1.63M 0.19%
14,712
+176
33
$1.52M 0.17%
2,982
34
$1.52M 0.17%
15,367
+1,478
35
$1.5M 0.17%
19,840
36
$1.44M 0.16%
+8,503
37
$1.42M 0.16%
32,359
+248
38
$1.36M 0.16%
94,854
39
$1.32M 0.15%
7,020
+571
40
$1.3M 0.15%
86,324
41
$1.23M 0.14%
16,060
+1,162
42
$1.2M 0.14%
45,337
+9,236
43
$1.2M 0.14%
+9,301
44
$1.17M 0.13%
8,500
-260
45
$1.15M 0.13%
21,596
+1,252
46
$1.14M 0.13%
+16,160
47
$1.09M 0.12%
3,774
+1,352
48
$1.05M 0.12%
2,689
-173
49
$1.02M 0.12%
5,373
50
$1M 0.11%
4,184
-97
1
2
3 4 5