CWP
Curated Wealth Partners Portfolio holdings
AUM
$853M
This Quarter Return
+34.99%
1 Year Return
+24.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
–
Cap. Flow
+$154M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
52.82%
Holding
134
New
134
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Snap
SNAP
|
$33.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$14.2M |
| 3 |
Apollo Global Management
APO
|
$8.07M |
| 4 |
Terex
TEX
|
$6.11M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Ford
F
$46.8B
| $222K | 0.14% |
+25,231
| New | +$222K |
|
127
Weyerhaeuser
WY
$18.7B
| $221K | 0.14% |
+6,602
| New | +$221K |
|
128
Carrier Global
CARR
$55.5B
| $210K | 0.14% |
+5,556
| New | +$210K |
|
129
Hanesbrands
HBI
$2.23B
| $207K | 0.13% |
+14,231
| New | +$207K |
|
130
Jack Henry & Associates
JKHY
$11.9B
| $206K | 0.13% |
+1,272
| New | +$206K |
|
131
EPAM Systems
EPAM
$9.82B
| $202K | 0.13% |
+565
| New | +$202K |
|
132
SiriusXM
SIRI
$7.96B
| $189K | 0.12% |
+29,724
| New | +$189K |
|
133
Mitsubishi UFJ Financial
MUFG
$174B
| $128K | 0.08% |
+28,999
| New | +$128K |
|
134
Banco Bilbao Vizcaya Argentaria
BBVA
$104B
| $76K | 0.05% |
+15,473
| New | +$76K |
|