CWM

Curi Wealth Management Portfolio holdings

AUM $724M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.2M
3
+$8.38M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$7.51M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.62%
2 Technology 4.36%
3 Healthcare 2.62%
4 Industrials 2.43%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K 0.01%
+72
252
$10K 0.01%
+80
253
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+80
254
$10K 0.01%
+1,233
255
$9K 0.01%
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256
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+196
257
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258
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259
$9K 0.01%
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260
$9K 0.01%
+64
261
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+107
262
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263
$9K 0.01%
+65
264
$9K 0.01%
+288
265
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266
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+490
267
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268
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+210
269
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+874
270
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271
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272
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+299
273
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+121
274
$8K 0.01%
+71
275
$8K 0.01%
+97
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