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
$340M
AUM Growth
+$56K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$605K
3
+$295K
4
INTU icon
Intuit
INTU
+$228K
5
SCHW icon
Charles Schwab
SCHW
+$223K

Top Sells

1
+$347K
2
+$257K
3
+$254K
4
VZ icon
Verizon
VZ
+$245K
5
MDT icon
Medtronic
MDT
+$215K

Sector Composition

1 Financials 70.32%
2 Technology 4.18%
3 Industrials 3.56%
4 Consumer Discretionary 2.82%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$595K 0.17%
3,354
-12
52
$558K 0.16%
22,950
53
$556K 0.16%
3,102
-1,015
54
$549K 0.16%
15,445
-24
55
$539K 0.16%
12,391
-61
56
$523K 0.15%
3,933
57
$517K 0.15%
5,916
-130
58
$512K 0.15%
4,143
59
$500K 0.15%
20,266
60
$489K 0.14%
5,081
+41
61
$478K 0.14%
7,493
62
$472K 0.14%
3,272
-62
63
$465K 0.14%
4,446
-17
64
$456K 0.13%
5,094
65
$453K 0.13%
1,759
+418
66
$437K 0.13%
3,667
-75
67
$423K 0.12%
6,750
-150
68
$422K 0.12%
7,038
-233
69
$417K 0.12%
826
-41
70
$416K 0.12%
2,001
-54
71
$409K 0.12%
5,216
72
$408K 0.12%
4,725
73
$405K 0.12%
1,013
-23
74
$397K 0.12%
39,340
75
$397K 0.12%
8,601
-192
1 2
3
4 5