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
$154M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$33.5M
2 +$14.2M
3 +$8.07M
4
TEX icon
Terex
TEX
+$6.11M
5
AAPL icon
Apple
AAPL
+$5.97M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 25.95%
2 Financials 15.83%
3 Technology 10.18%
4 Industrials 7.33%
5 Consumer Discretionary 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$222K 0.14%
+25,231
127
$221K 0.14%
+6,602
128
$210K 0.14%
+5,556
129
$207K 0.13%
+14,231
130
$206K 0.13%
+1,272
131
$202K 0.13%
+565
132
$189K 0.12%
+2,972
133
$128K 0.08%
+28,999
134
$76K 0.05%
+15,473