CWP
Curated Wealth Partners Portfolio holdings
AUM
$853M
This Quarter Return
+3.45%
1 Year Return
+24.2%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$717M
AUM Growth
–
Cap. Flow
+$717M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.73%
Holding
145
New
132
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apollo Global Management
APO
|
$279M |
| 2 |
Ares Management
ARES
|
$221M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$25.6M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$20.7M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
$14.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 72.03% |
| 2 | Technology | 4.38% |
| 3 | Industrials | 2.75% |
| 4 | Communication Services | 2.02% |
| 5 | Consumer Discretionary | 1.67% |
