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
376
$5K ﹤0.01%
+35
377
$5K ﹤0.01%
+88
378
$5K ﹤0.01%
+50
379
$5K ﹤0.01%
+51
380
$5K ﹤0.01%
+196
381
$5K ﹤0.01%
+58
382
$5K ﹤0.01%
+139
383
$5K ﹤0.01%
+59
384
$5K ﹤0.01%
+40
385
$4K ﹤0.01%
+272
386
$4K ﹤0.01%
+22
387
$4K ﹤0.01%
+260
388
$4K ﹤0.01%
+40
389
$4K ﹤0.01%
+41
390
$3K ﹤0.01%
+27
391
$3K ﹤0.01%
+29
392
$3K ﹤0.01%
+87
393
$3K ﹤0.01%
+99
394
$3K ﹤0.01%
+7
395
$3K ﹤0.01%
+500
396
$3K ﹤0.01%
+73
397
$3K ﹤0.01%
+125
398
$3K ﹤0.01%
+22
399
$3K ﹤0.01%
+57
400
$3K ﹤0.01%
+25
14 15
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