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
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.2M
3
+$8.38M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$7.51M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.62%
2 Technology 4.36%
3 Healthcare 2.62%
4 Industrials 2.43%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+51
327
$3K ﹤0.01%
+15
328
$2K ﹤0.01%
+24
329
$2K ﹤0.01%
+83
330
$2K ﹤0.01%
+28
331
$2K ﹤0.01%
+42
332
$2K ﹤0.01%
+15
333
$2K ﹤0.01%
+28
334
$2K ﹤0.01%
+9
335
$2K ﹤0.01%
+137
336
$2K ﹤0.01%
+43
337
$2K ﹤0.01%
+6
338
$2K ﹤0.01%
+57
339
$2K ﹤0.01%
+12
340
$2K ﹤0.01%
+32
341
$2K ﹤0.01%
+8
342
$2K ﹤0.01%
+40
343
$2K ﹤0.01%
+20
344
– –
0
345
$2K ﹤0.01%
+44
346
$2K ﹤0.01%
+33
347
$1K ﹤0.01%
+8
348
$1K ﹤0.01%
+22
349
$1K ﹤0.01%
+29
350
$1K ﹤0.01%
+48
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