CWM
Curi Wealth Management Portfolio holdings
AUM
$724M
1-Year Return
17.4%
This Quarter Return
+8.41%
1 Year Return
+17.4%
3 Year Return
+16.27%
5 Year Return
–
10 Year Return
–
AUM
$579M
AUM Growth
+$362M
(+167%)
Cap. Flow
+$350M
Cap. Flow
% of AUM
60.44%
Top 10 Holdings %
Top 10 Hldgs %
40.98%
Holding
627
New
535
Increased
56
Reduced
11
Closed
–
Top Buys
| 1 |
Applied Materials
AMAT
|
$23.3M |
| 2 |
JPMorgan Chase
JPM
|
$20.2M |
| 3 |
UnitedHealth
UNH
|
$19.8M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$19M |
| 5 |
IQVIA
IQV
|
$18.5M |
Top Sells
| 1 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
$115K |
| 2 |
IBM
IBM
|
$52.2K |
| 3 |
iShares MSCI Emerging Markets Asia ETF
EEMA
|
$35.6K |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$25.6K |
| 5 |
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% |
