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
$578M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$9.77M
3
+$8.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.7M
5
CRL icon
Charles River Laboratories
CRL
+$6.9M

Top Sells

1
+$4.69M
2
+$4.38M
3
+$3.32M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$2.85M

Sector Composition

1 Healthcare 17.49%
2 Technology 13.68%
3 Financials 9.2%
4 Consumer Discretionary 5.25%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$31K 0.01%
450
252
$31K 0.01%
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$30K 0.01%
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254
$30K 0.01%
276
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$27K ﹤0.01%
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259
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261
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320
262
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$26K ﹤0.01%
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265
$25K ﹤0.01%
121
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266
$24K ﹤0.01%
466
267
$24K ﹤0.01%
183
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$23K ﹤0.01%
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$23K ﹤0.01%
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102
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105
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$22K ﹤0.01%
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$22K ﹤0.01%
103
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274
$21K ﹤0.01%
156
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275
$21K ﹤0.01%
624
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