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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
376
$5K ﹤0.01%
+139
377
$5K ﹤0.01%
+59
378
$5K ﹤0.01%
+40
379
$5K ﹤0.01%
+21
380
$5K ﹤0.01%
+52
381
$5K ﹤0.01%
+41
382
$5K ﹤0.01%
+155
383
$5K ﹤0.01%
+42
384
$5K ﹤0.01%
+124
385
$4K ﹤0.01%
+260
386
$4K ﹤0.01%
+40
387
$4K ﹤0.01%
+41
388
$4K ﹤0.01%
+272
389
$4K ﹤0.01%
+22
390
$3K ﹤0.01%
+11
391
$3K ﹤0.01%
+75
392
$3K ﹤0.01%
+27
393
$3K ﹤0.01%
+29
394
$3K ﹤0.01%
+87
395
$3K ﹤0.01%
+99
396
$3K ﹤0.01%
+7
397
$3K ﹤0.01%
+500
398
$3K ﹤0.01%
+73
399
$3K ﹤0.01%
+125
400
$3K ﹤0.01%
+22
14 15
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