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

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%
+69
352
$7K ﹤0.01%
+705
353
$7K ﹤0.01%
+66
354
$6K ﹤0.01%
+647
355
$6K ﹤0.01%
+24
356
$6K ﹤0.01%
+142
357
$6K ﹤0.01%
+30
358
$6K ﹤0.01%
+193
359
$6K ﹤0.01%
+18
360
$6K ﹤0.01%
+193
361
$6K ﹤0.01%
+207
362
$6K ﹤0.01%
+72
363
$6K ﹤0.01%
+85
364
$6K ﹤0.01%
+142
365
$6K ﹤0.01%
+109
366
$5K ﹤0.01%
+274
367
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+46
368
$5K ﹤0.01%
+21
369
$5K ﹤0.01%
+52
370
$5K ﹤0.01%
+41
371
$5K ﹤0.01%
+155
372
$5K ﹤0.01%
+42
373
$5K ﹤0.01%
+124
374
$5K ﹤0.01%
+58
375
$5K ﹤0.01%
+80