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
$309M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$131M
2 +$1.67M
3 +$885K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$744K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$605K

Top Sells

1 +$988K
2 +$543K
3 +$464K
4
NVS icon
Novartis
NVS
+$434K
5
FHB icon
First Hawaiian
FHB
+$387K

Sector Composition

1 Financials 53.88%
2 Communication Services 10.25%
3 Technology 6.29%
4 Industrials 5.06%
5 Consumer Discretionary 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,442
152
-1,398
153
-3,368
154
-8,794
155
-7,036