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
251
$20K ﹤0.01%
+113
252
$20K ﹤0.01%
+657
253
$20K ﹤0.01%
+400
254
$20K ﹤0.01%
+44
255
$19K ﹤0.01%
+35
256
$19K ﹤0.01%
+326
257
$19K ﹤0.01%
+35
258
$18K ﹤0.01%
+198
259
$18K ﹤0.01%
+83
260
$18K ﹤0.01%
+113
261
$18K ﹤0.01%
+254
262
$18K ﹤0.01%
+200
263
$17K ﹤0.01%
+40
264
$17K ﹤0.01%
+125
265
$17K ﹤0.01%
+148
266
$17K ﹤0.01%
+365
267
$17K ﹤0.01%
+447
268
$17K ﹤0.01%
+176
269
$17K ﹤0.01%
+83
270
$16K ﹤0.01%
+116
271
$16K ﹤0.01%
+64
272
$16K ﹤0.01%
+477
273
$15K ﹤0.01%
+73
274
$15K ﹤0.01%
+269
275
$15K ﹤0.01%
+300
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