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
$876M
AUM Growth
+$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.16M
3
+$1.71M
4
VTV icon
Vanguard Value ETF
VTV
+$1.44M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M

Top Sells

1
+$30.3M
2
+$17.8M
3
+$2.07M
4
PEP icon
PepsiCo
PEP
+$1.01M
5
PH icon
Parker-Hannifin
PH
+$970K

Sector Composition

1 Financials 74.17%
2 Technology 4%
3 Industrials 2.26%
4 Consumer Discretionary 1.59%
5 Communication Services 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$394K 0.04%
+1,986
102
$391K 0.04%
1,446
103
$386K 0.04%
14,891
104
$385K 0.04%
865
-154
105
$369K 0.04%
2,704
+33
106
$361K 0.04%
751
107
$359K 0.04%
3,301
+1,293
108
$339K 0.04%
1,909
-107
109
$330K 0.04%
4,752
110
$324K 0.04%
1,299
+155
111
$318K 0.04%
7,377
112
$316K 0.04%
3,410
+510
113
$315K 0.04%
941
+2
114
$312K 0.04%
200,000
115
$306K 0.03%
+15,600
116
$305K 0.03%
3,706
117
$304K 0.03%
+5,612
118
$303K 0.03%
7,500
119
$296K 0.03%
332
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120
$294K 0.03%
836
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121
$285K 0.03%
2,433
122
$279K 0.03%
1,215
123
$265K 0.03%
+883
124
$264K 0.03%
+2,411
125
$261K 0.03%
26,340
-206
3 4
5
6 7