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
$340M
AUM Growth
+$56K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$3.49M
2
+$605K
3
+$295K
4
INTU icon
Intuit
INTU
+$228K
5
SCHW icon
Charles Schwab
SCHW
+$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
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-16,950
128
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-1,022
129
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-4,842
130
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-6,905
131
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-2,897
132
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-2,381
133
– –
-118
134
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-836
135
– –
-6,455
136
– –
-4,535
2 3 4 5
6