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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$14.2M
3
+$8.07M
4
TEX icon
Terex
TEX
+$6.11M
5
AAPL icon
Apple
AAPL
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 25.95%
2 Financials 15.83%
3 Technology 10.18%
4 Industrials 7.33%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$552K 0.36%
+8,500
52
$546K 0.35%
+6,240
53
$545K 0.35%
+22,950
54
$535K 0.35%
+14,549
55
$527K 0.34%
+7,283
56
$527K 0.34%
+10,700
57
$515K 0.33%
+4,396
58
$515K 0.33%
+3,843
59
$509K 0.33%
+3,292
60
$500K 0.32%
+8,558
61
$494K 0.32%
+29,452
62
$486K 0.32%
+2,469
63
$484K 0.31%
+1,822
64
$479K 0.31%
+5,242
65
$474K 0.31%
+2,130
66
$472K 0.31%
+3,624
67
$458K 0.3%
+4,827
68
$453K 0.29%
+4,053
69
$452K 0.29%
+5,349
70
$441K 0.29%
+4,668
71
$431K 0.28%
+8,880
72
$424K 0.27%
+30,013
73
$422K 0.27%
+10,414
74
$415K 0.27%
+10,227
75
$412K 0.27%
+185
1 2
3
4 5