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
101
$273K 0.08%
1,834
102
$272K 0.08%
10,110
103
$258K 0.08%
5,052
-156
104
$254K 0.07%
6,024
-1,015
105
$251K 0.07%
1,746
106
$249K 0.07%
1,363
107
$238K 0.07%
5,500
108
$234K 0.07%
1,433
-71
109
$228K 0.07%
1,083
-10
110
$228K 0.07%
+588
111
$228K 0.07%
5,915
112
$223K 0.07%
+3,115
113
$219K 0.06%
+3,744
114
$219K 0.06%
6,518
+4
115
$219K 0.06%
787
+52
116
$216K 0.06%
5,632
-13
117
$211K 0.06%
3,400
-800
118
$209K 0.06%
+780
119
$209K 0.06%
20,000
120
$201K 0.06%
1,342
121
$200K 0.06%
+3,540
122
$198K 0.06%
98,838
-1,162
123
$159K 0.05%
31,908
-5,644
124
$100K 0.03%
100,000
125
$64K 0.02%
+1,917
2 3 4
5
6