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
$612M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.1M
3
+$3.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.27M

Top Sells

1
+$4.64M
2
+$3.79M
3
+$3.36M
4
ARES icon
Ares Management
ARES
+$595K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$416K

Sector Composition

1 Financials 71.81%
2 Technology 4.51%
3 Industrials 3.43%
4 Communication Services 2.12%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$866K 0.14%
3,200
+249
52
$829K 0.14%
1,799
-113
53
$823K 0.13%
3,999
-83
54
$822K 0.13%
3,816
-94
55
$818K 0.13%
28,426
+18,929
56
$815K 0.13%
72,138
57
$813K 0.13%
10,820
58
$795K 0.13%
26,870
59
$784K 0.13%
13,312
+1,780
60
$761K 0.12%
4,475
-1
61
$754K 0.12%
20,983
-1,682
62
$745K 0.12%
11,792
-151
63
$735K 0.12%
12,800
-1,224
64
$734K 0.12%
12,008
+384
65
$726K 0.12%
2,036
-27
66
$712K 0.12%
16,726
+498
67
$704K 0.12%
8,541
-15
68
$674K 0.11%
1,472
-89
69
$670K 0.11%
7,493
70
$666K 0.11%
200,000
71
$663K 0.11%
6,904
+2,179
72
$639K 0.1%
844
+56
73
$636K 0.1%
4,515
-5
74
$629K 0.1%
3,247
-6
75
$627K 0.1%
3,009
-100
1 2
3
4 5