CWP
Curated Wealth Partners Portfolio holdings
AUM
$853M
This Quarter Return
-5.36%
1 Year Return
+24.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$295M
AUM Growth
+$295M
(-4.6%)
Cap. Flow
-$14.1M
Cap. Flow
% of AUM
-4.79%
Top 10 Holdings %
Top 10 Hldgs %
71.67%
Holding
143
New
–
Increased
1
Reduced
–
Closed
4
Top Buys
| 1 |
Abbott
ABT
|
$141 |
Top Sells
| 1 |
Apollo Global Management
APO
|
$12.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.16M |
| 3 |
TotalEnergies
TTE
|
$535K |
| 4 |
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% |
