CWP

Curated Wealth Partners Portfolio holdings

AUM $794M
1-Year Est. Return 3.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$56K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$673K
3
+$303K
4
INTU icon
Intuit
INTU
+$254K
5
KOF icon
Coca-Cola Femsa
KOF
+$223K

Top Sells

1
+$347K
2
+$257K
3
+$254K
4
VZ icon
Verizon
VZ
+$245K
5
MDT icon
Medtronic
MDT
+$215K

Sector Composition

1 Financials 70.32%
2 Technology 4.18%
3 Industrials 3.56%
4 Consumer Discretionary 2.82%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46K 0.01%
10,349
127
– –
-836
128
– –
-2,950
129
– –
-2,381
130
– –
-16,950
131
– –
-2,897
132
– –
-6,905
133
– –
-4,842
134
– –
-1,022
135
– –
-4,535
136
– –
-6,455
2 3 4 5
6