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
$515M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$534K
3
+$457K
4
AVGO icon
Broadcom
AVGO
+$270K
5
PARA
Paramount Global Class B
PARA
+$264K

Top Sells

1
+$866K
2
+$396K
3
+$394K
4
UNH icon
UnitedHealth
UNH
+$348K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$334K

Sector Composition

1 Financials 71.83%
2 Technology 4.3%
3 Industrials 3.35%
4 Consumer Discretionary 2.08%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$742K 0.14%
3,123
-94
52
$735K 0.14%
18,382
-421
53
$732K 0.14%
14,727
-105
54
$728K 0.14%
2,134
-65
55
$667K 0.13%
7,493
56
$661K 0.13%
3,002
57
$654K 0.13%
4,499
-14
58
$653K 0.13%
11,943
59
$642K 0.12%
1,436
-29
60
$637K 0.12%
2,434
+223
61
$626K 0.12%
3,253
-14
62
$626K 0.12%
2,029
+71
63
$608K 0.12%
5,027
64
$608K 0.12%
7,038
65
$571K 0.11%
3,109
66
$552K 0.11%
8,556
67
$534K 0.1%
+1,940
68
$528K 0.1%
6,750
69
$528K 0.1%
5,000
70
$517K 0.1%
1,400
71
$492K 0.1%
1,006
72
$487K 0.09%
1,698
+62
73
$480K 0.09%
4,725
74
$445K 0.09%
9,820
75
$439K 0.09%
16,670
1 2
3
4 5