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
301
$12K ﹤0.01%
+210
302
$11K ﹤0.01%
+84
303
$11K ﹤0.01%
+46
304
$11K ﹤0.01%
+80
305
$11K ﹤0.01%
+346
306
$11K ﹤0.01%
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307
$11K ﹤0.01%
+102
308
$11K ﹤0.01%
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$11K ﹤0.01%
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310
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311
$11K ﹤0.01%
+18
312
$11K ﹤0.01%
+424
313
$11K ﹤0.01%
+69
314
$11K ﹤0.01%
+107
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
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+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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