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
$773M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.57M
3
+$1.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.15M
5
LYV icon
Live Nation Entertainment
LYV
+$1.12M

Top Sells

1
+$1.17M
2
+$877K
3
+$724K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$684K
5
AAPL icon
Apple
AAPL
+$573K

Sector Composition

1 Financials 70.91%
2 Technology 4.1%
3 Industrials 2.49%
4 Consumer Discretionary 1.58%
5 Communication Services 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.26%
31,920
-916
27
$1.87M 0.24%
9,450
28
$1.85M 0.24%
13,914
-1,695
29
$1.78M 0.23%
16,946
+1,579
30
$1.78M 0.23%
4,927
31
$1.59M 0.21%
19,435
-405
32
$1.47M 0.19%
8,506
+3
33
$1.43M 0.19%
10,265
+200
34
$1.35M 0.18%
54,103
35
$1.33M 0.17%
31,803
-556
36
$1.32M 0.17%
2,808
-174
37
$1.32M 0.17%
16,989
+2,277
38
$1.31M 0.17%
7,299
+279
39
$1.25M 0.16%
16,659
+599
40
$1.21M 0.16%
85,639
-685
41
$1.19M 0.15%
25,354
+3,758
42
$1.15M 0.15%
3,280
+153
43
$1.14M 0.15%
22,342
-13,458
44
$1.13M 0.15%
9,301
45
$1.13M 0.15%
44,473
-864
46
$1.13M 0.15%
14,880
-1,280
47
$1.12M 0.14%
+8,576
48
$1.12M 0.14%
4,549
+365
49
$1.05M 0.14%
2,622
50
$1.04M 0.13%
3,788
+14
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