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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
351
$7K ﹤0.01%
+39
352
$7K ﹤0.01%
+110
353
$7K ﹤0.01%
+323
354
$6K ﹤0.01%
+142
355
$6K ﹤0.01%
+193
356
$6K ﹤0.01%
+207
357
$6K ﹤0.01%
+72
358
$6K ﹤0.01%
+85
359
$6K ﹤0.01%
+142
360
$6K ﹤0.01%
+109
361
$6K ﹤0.01%
+647
362
$6K ﹤0.01%
+24
363
$6K ﹤0.01%
+30
364
$6K ﹤0.01%
+193
365
$6K ﹤0.01%
+18
366
$5K ﹤0.01%
+274
367
$5K ﹤0.01%
+46
368
$5K ﹤0.01%
+58
369
$5K ﹤0.01%
+80
370
$5K ﹤0.01%
+35
371
$5K ﹤0.01%
+88
372
$5K ﹤0.01%
+50
373
$5K ﹤0.01%
+51
374
$5K ﹤0.01%
+196
375
$5K ﹤0.01%
+58
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