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
301
$12K ﹤0.01%
+210
302
$11K ﹤0.01%
+84
303
$11K ﹤0.01%
+346
304
$11K ﹤0.01%
+97
305
$11K ﹤0.01%
+102
306
$11K ﹤0.01%
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307
$11K ﹤0.01%
+196
308
$11K ﹤0.01%
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$11K ﹤0.01%
+18
310
$11K ﹤0.01%
+424
311
$11K ﹤0.01%
+69
312
$11K ﹤0.01%
+107
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$11K ﹤0.01%
+46
314
$11K ﹤0.01%
+80
315
$10K ﹤0.01%
+147
316
$10K ﹤0.01%
+138
317
$10K ﹤0.01%
+107
318
$10K ﹤0.01%
+25
319
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320
$10K ﹤0.01%
+154
321
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+115
322
$10K ﹤0.01%
+234
323
$10K ﹤0.01%
+60
324
$9K ﹤0.01%
+159
325
$9K ﹤0.01%
+76
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