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
76
$396K 0.12%
5,215
-1,004
77
$396K 0.12%
16,670
78
$391K 0.11%
3,109
-113
79
$391K 0.11%
7,851
-1,394
80
$382K 0.11%
2,864
-44
81
$370K 0.11%
2,719
-1,325
82
$340K 0.1%
2,369
83
$339K 0.1%
4,108
84
$338K 0.1%
1,416
-83
85
$336K 0.1%
9,931
+3,133
86
$332K 0.1%
7,117
-1,464
87
$326K 0.1%
1,425
-82
88
$318K 0.09%
1,180
-150
89
$315K 0.09%
5,000
90
$312K 0.09%
2,397
-430
91
$310K 0.09%
3,047
92
$296K 0.09%
879
-27
93
$295K 0.09%
+3,421
94
$295K 0.09%
8,363
-1,738
95
$289K 0.08%
5,263
-1,143
96
$287K 0.08%
5,450
-370
97
$286K 0.08%
1,450
98
$282K 0.08%
21,178
-1,815
99
$282K 0.08%
25,231
100
$282K 0.08%
595
+50
2 3
4
5 6