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
$179M
AUM Growth
-$4.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$775K
2 +$493K
3 +$355K
4
TFC icon
Truist Financial
TFC
+$263K
5
CPAY icon
Corpay
CPAY
+$238K

Top Sells

1 +$6.83M
2 +$501K
3 +$293K
4
MFC icon
Manulife Financial
MFC
+$254K
5
MET icon
MetLife
MET
+$251K

Sector Composition

1 Communication Services 26.02%
2 Financials 18.33%
3 Technology 9.82%
4 Industrials 8.54%
5 Consumer Discretionary 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,210