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
326
$9K ﹤0.01%
+71
327
$9K ﹤0.01%
+233
328
$9K ﹤0.01%
+43
329
$9K ﹤0.01%
+101
330
$9K ﹤0.01%
+70
331
$8K ﹤0.01%
+216
332
$8K ﹤0.01%
+39
333
$8K ﹤0.01%
+299
334
$8K ﹤0.01%
+399
335
$8K ﹤0.01%
+76
336
$8K ﹤0.01%
+50
337
$8K ﹤0.01%
+41
338
$8K ﹤0.01%
+197
339
$8K ﹤0.01%
+54
340
$8K ﹤0.01%
+80
341
$8K ﹤0.01%
+163
342
$8K ﹤0.01%
+41
343
$7K ﹤0.01%
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344
$7K ﹤0.01%
+354
345
$7K ﹤0.01%
+300
346
$7K ﹤0.01%
+39
347
$7K ﹤0.01%
+110
348
$7K ﹤0.01%
+323
349
$7K ﹤0.01%
+11
350
$7K ﹤0.01%
+123
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