CWM

Curi Wealth Management Portfolio holdings

AUM $724M
1-Year Est. Return 17.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$579M
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$20.9M
3
+$19M
4
UNH icon
UnitedHealth
UNH
+$17.9M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Top Sells

1
+$115K
2
+$49K
3
+$36.7K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$25.6K
5
GMF icon
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
+$24.6K

Sector Composition

1 Healthcare 15.56%
2 Technology 14.66%
3 Financials 10.24%
4 Communication Services 5.59%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K ﹤0.01%
+73
227
$25K ﹤0.01%
+89
228
$25K ﹤0.01%
+694
229
$25K ﹤0.01%
+426
230
$25K ﹤0.01%
+102
231
$25K ﹤0.01%
+1,600
232
$24K ﹤0.01%
+1,349
233
$24K ﹤0.01%
+173
234
$23K ﹤0.01%
+557
235
$23K ﹤0.01%
+136
236
$23K ﹤0.01%
+102
237
$23K ﹤0.01%
+98
238
$22K ﹤0.01%
+176
239
$22K ﹤0.01%
+624
240
$22K ﹤0.01%
+1,104
241
$22K ﹤0.01%
+203
242
$22K ﹤0.01%
+65
243
$22K ﹤0.01%
+88
244
$22K ﹤0.01%
+254
245
$21K ﹤0.01%
+800
246
$21K ﹤0.01%
+183
247
$21K ﹤0.01%
+241
248
$21K ﹤0.01%
+320
249
$21K ﹤0.01%
+264
250
$20K ﹤0.01%
+42
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