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
$295M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$141

Top Sells

1
+$12.1M
2
+$1.16M
3
+$535K
4
VALE icon
Vale
VALE
+$301K

Sector Composition

1 Financials 52.35%
2 Communication Services 10.74%
3 Technology 6.59%
4 Industrials 5.3%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$233K 0.08%
4,865
127
$227K 0.08%
663
128
$223K 0.08%
12,494
129
$222K 0.08%
1,303
130
$221K 0.07%
1,032
131
$220K 0.07%
887
132
$210K 0.07%
700
133
$209K 0.07%
100,000
134
$206K 0.07%
7,536
135
$201K 0.07%
1,706
136
$200K 0.07%
4,188
137
$122K 0.04%
19,339
138
$63K 0.02%
11,585
139
$61K 0.02%
10,349
140
– –
-2,910
141
– –
-21,481
142
– –
-10,851
143
– –
-167,661
2 3 4 5
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