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
$295M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$141

Top Sells

1
+$12.1M
2
+$1.16M
3
+$535K
4
VALE icon
Vale
VALE
+$301K

Sector Composition

1 Financials 52.35%
2 Communication Services 10.74%
3 Technology 6.59%
4 Industrials 5.3%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$723K 0.25%
17,279
52
$722K 0.24%
2,953
53
$684K 0.23%
12,887
54
$665K 0.23%
3,424
55
$664K 0.23%
7,490
56
$656K 0.22%
100,000
57
$654K 0.22%
1,407
58
$653K 0.22%
7,493
59
$651K 0.22%
11,141
60
$640K 0.22%
3,395
61
$634K 0.21%
4,078
62
$633K 0.21%
7,840
63
$632K 0.21%
4,131
64
$630K 0.21%
3,984
65
$626K 0.21%
21,300
66
$585K 0.2%
1,687
67
$582K 0.2%
1,826
68
$574K 0.19%
3,765
69
$563K 0.19%
1,930
70
$562K 0.19%
1,156
71
$542K 0.18%
7,806
72
$525K 0.18%
25,231
73
$519K 0.18%
5,198
74
$518K 0.18%
7,081
75
$509K 0.17%
2,742
1 2
3
4 5