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
$579M
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$20.2M
3
+$19.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$19M
5
IQV icon
IQVIA
IQV
+$18.5M

Top Sells

1
+$115K
2
+$52.2K
3
+$35.6K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$25.6K
5
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$23.8K

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%
+88
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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