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
$876M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.16M
3
+$1.71M
4
VTV icon
Vanguard Value ETF
VTV
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M

Top Sells

1
+$30.3M
2
+$17.8M
3
+$2.07M
4
PEP icon
PepsiCo
PEP
+$1.01M
5
PH icon
Parker-Hannifin
PH
+$970K

Sector Composition

1 Financials 74.17%
2 Technology 4%
3 Industrials 2.26%
4 Consumer Discretionary 1.59%
5 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$598K 0.07%
7,463
+2,233
77
$595K 0.07%
1,989
+32
78
$584K 0.07%
+3,271
79
$576K 0.07%
6,698
+1,865
80
$562K 0.06%
7,908
81
$554K 0.06%
14,552
-1,649
82
$544K 0.06%
2,675
+385
83
$527K 0.06%
3,066
+635
84
$519K 0.06%
2,650
85
$509K 0.06%
+3,148
86
$504K 0.06%
2,174
-868
87
$492K 0.06%
1,198
+352
88
$483K 0.06%
1,633
+19
89
$475K 0.05%
3,935
+630
90
$467K 0.05%
6,675
91
$467K 0.05%
1,450
92
$467K 0.05%
7,741
+1,512
93
$463K 0.05%
6,460
+1,221
94
$451K 0.05%
+23,462
95
$441K 0.05%
16,011
-1,859
96
$439K 0.05%
5,206
97
$424K 0.05%
7,795
+2,986
98
$414K 0.05%
452
99
$408K 0.05%
3,623
100
$400K 0.05%
991
+15
2 3
4
5 6