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
101
$293K 0.06%
1,385
102
$285K 0.06%
4,949
-105
103
$277K 0.05%
6,518
104
$276K 0.05%
1,347
+193
105
$275K 0.05%
4,846
-125
106
$273K 0.05%
5,067
107
$270K 0.05%
+3,110
108
$264K 0.05%
+16,613
109
$257K 0.05%
+6,336
110
$255K 0.05%
7,672
111
$246K 0.05%
3,683
+182
112
$241K 0.05%
1,910
113
$237K 0.05%
1,416
114
$236K 0.05%
3,690
115
$234K 0.05%
+784
116
$231K 0.04%
5,500
117
$229K 0.04%
809
118
$228K 0.04%
1,363
119
$227K 0.04%
4,979
120
$224K 0.04%
+833
121
$223K 0.04%
991
+142
122
$215K 0.04%
2,908
123
$214K 0.04%
1,290
-14
124
$213K 0.04%
849
-148
125
$211K 0.04%
+33,333
2 3 4
5
6