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
76
$504K 0.17%
891
77
$485K 0.16%
1,169
78
$461K 0.16%
3,409
79
$457K 0.15%
2,419
80
$450K 0.15%
7,199
81
$440K 0.15%
730
82
$434K 0.15%
6,282
83
$434K 0.15%
181
84
$429K 0.15%
4,108
85
$427K 0.14%
4,128
86
$413K 0.14%
1,629
87
$398K 0.13%
619
88
$396K 0.13%
906
89
$371K 0.13%
737
90
$368K 0.12%
7,312
91
$366K 0.12%
16,670
92
$359K 0.12%
633
93
$358K 0.12%
45,650
94
$351K 0.12%
3,216
95
$349K 0.12%
990
96
$343K 0.12%
5,807
97
$337K 0.11%
6,722
98
$337K 0.11%
5,500
99
$335K 0.11%
1,660
100
$329K 0.11%
4,707
2 3
4
5 6