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
$154M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$14.2M
3
+$8.07M
4
TEX icon
Terex
TEX
+$6.11M
5
AAPL icon
Apple
AAPL
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 25.95%
2 Financials 15.83%
3 Technology 10.18%
4 Industrials 7.33%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.2%
+6,596
102
$308K 0.2%
+2,178
103
$304K 0.2%
+5,637
104
$300K 0.19%
+2,222
105
$293K 0.19%
+772
106
$289K 0.19%
+4,214
107
$287K 0.19%
+1,088
108
$286K 0.19%
+697
109
$285K 0.18%
+8,393
110
$281K 0.18%
+1,914
111
$280K 0.18%
+5,840
112
$280K 0.18%
+5,955
113
$274K 0.18%
+5,268
114
$274K 0.18%
+5,500
115
$274K 0.18%
+2,373
116
$265K 0.17%
+1,478
117
$265K 0.17%
+8,104
118
$264K 0.17%
+753
119
$258K 0.17%
+1,418
120
$252K 0.16%
+5,004
121
$247K 0.16%
+2,715
122
$245K 0.16%
+4,865
123
$238K 0.15%
+2,031
124
$238K 0.15%
+20,000
125
$235K 0.15%
+882
2 3 4
5
6