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
76
$435K 0.08%
2,001
77
$421K 0.08%
4,168
78
$414K 0.08%
27,383
79
$406K 0.08%
1,013
80
$395K 0.08%
10,756
-10,803
81
$393K 0.08%
4,488
82
$393K 0.08%
39,340
83
$391K 0.08%
4,108
84
$388K 0.08%
9,872
85
$386K 0.07%
842
+41
86
$380K 0.07%
3,007
87
$368K 0.07%
3,688
-1,554
88
$359K 0.07%
19,930
89
$356K 0.07%
200,000
+100,000
90
$353K 0.07%
1,450
91
$352K 0.07%
485
92
$351K 0.07%
4,210
-612
93
$347K 0.07%
2,577
-238
94
$341K 0.07%
4,994
95
$336K 0.07%
2,136
+124
96
$323K 0.06%
1,516
+91
97
$322K 0.06%
599
98
$309K 0.06%
5,117
99
$307K 0.06%
1,780
100
$300K 0.06%
3,259
2 3
4
5 6