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
$184M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$1.67M
2 +$1.37M
3 +$654K
4
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$516K
5
KMB icon
Kimberly-Clark
KMB
+$277K

Sector Composition

1 Communication Services 27.07%
2 Financials 17.56%
3 Technology 9.21%
4 Industrials 8.92%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-608
152
-1,077