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
$515M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$534K
3
+$457K
4
AVGO icon
Broadcom
AVGO
+$270K
5
PARA
Paramount Global Class B
PARA
+$264K

Top Sells

1
+$866K
2
+$396K
3
+$394K
4
UNH icon
UnitedHealth
UNH
+$348K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$334K

Sector Composition

1 Financials 71.83%
2 Technology 4.3%
3 Industrials 3.35%
4 Consumer Discretionary 2.08%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$210K 0.04%
+3,356
127
$209K 0.04%
9,003
128
$208K 0.04%
5,588
-644
129
$205K 0.04%
3,970
130
$205K 0.04%
+2,324
131
$203K 0.04%
20,000
132
$203K 0.04%
501
-2
133
$177K 0.03%
22,677
134
$79.5K 0.02%
10,349
135
$35.3K 0.01%
71,507
136
$10.4K ﹤0.01%
1,917
137
– –
-5,378
138
– –
-11,757
139
– –
-736
140
– –
-880
141
– –
-13,500
142
– –
-4,603
2 3 4 5
6