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
101
$329K 0.11%
1,896
102
$325K 0.11%
4,786
103
$321K 0.11%
6,200
104
$321K 0.11%
1,309
105
$317K 0.11%
5,660
106
$316K 0.11%
483
107
$309K 0.1%
5,730
108
$306K 0.1%
820
109
$303K 0.1%
1,453
110
$299K 0.1%
7,246
111
$297K 0.1%
1,907
112
$295K 0.1%
6,738
113
$294K 0.1%
794
114
$291K 0.1%
20,000
115
$286K 0.1%
3,750
116
$278K 0.09%
790
117
$272K 0.09%
5,640
118
$271K 0.09%
5,248
119
$267K 0.09%
1,954
120
$267K 0.09%
1,287
121
$251K 0.09%
3,085
122
$247K 0.08%
3,125
123
$241K 0.08%
6,072
124
$237K 0.08%
1,104
125
$233K 0.08%
13,885
2 3 4
5
6