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
$612M
AUM Growth
+$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$4.1M
3
+$3.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.43M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.27M

Top Sells

1
+$4.64M
2
+$3.79M
3
+$3.36M
4
ARES icon
Ares Management
ARES
+$595K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$416K

Sector Composition

1 Financials 71.81%
2 Technology 4.51%
3 Industrials 3.43%
4 Communication Services 2.12%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$374K 0.06%
2,841
+214
102
$344K 0.06%
+5,884
103
$337K 0.06%
3,020
104
$333K 0.05%
2,149
-103
105
$332K 0.05%
5,737
+715
106
$329K 0.05%
802
+52
107
$329K 0.05%
4,946
-14
108
$325K 0.05%
493
-1
109
$320K 0.05%
1,453
-21
110
$319K 0.05%
4,643
-2,611
111
$317K 0.05%
3,259
112
$311K 0.05%
3,289
113
$308K 0.05%
25,231
-2,152
114
$306K 0.05%
6,174
115
$299K 0.05%
+14,924
116
$298K 0.05%
1,134
+11
117
$297K 0.05%
2,941
118
$295K 0.05%
1,265
+78
119
$288K 0.05%
1,573
120
$285K 0.05%
+4,948
121
$272K 0.04%
1,379
+3
122
$269K 0.04%
1,804
-282
123
$268K 0.04%
1,157
-238
124
$265K 0.04%
+4,300
125
$252K 0.04%
5,500
2 3 4
5
6