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
$578M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$9.24M
3 +$8.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.92M
5
CRL icon
Charles River Laboratories
CRL
+$7.5M

Top Sells

1 +$4.86M
2 +$4.38M
3 +$3.13M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$3.13M
5
AMAT icon
Applied Materials
AMAT
+$2.98M

Sector Composition

1 Healthcare 17.49%
2 Technology 13.68%
3 Financials 9.2%
4 Consumer Discretionary 5.25%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$8K ﹤0.01%
39
377
$8K ﹤0.01%
399
378
$8K ﹤0.01%
43
379
$8K ﹤0.01%
124
+1
380
$8K ﹤0.01%
705
381
$8K ﹤0.01%
196
382
$8K ﹤0.01%
80
383
$8K ﹤0.01%
210
384
$7K ﹤0.01%
159
385
$7K ﹤0.01%
354
386
$7K ﹤0.01%
24
387
$7K ﹤0.01%
+176
388
$7K ﹤0.01%
39
389
$7K ﹤0.01%
110
390
$7K ﹤0.01%
76
391
$7K ﹤0.01%
29
+28
392
$7K ﹤0.01%
234
393
$7K ﹤0.01%
41
394
$7K ﹤0.01%
197
395
$7K ﹤0.01%
163
396
$7K ﹤0.01%
41
397
$7K ﹤0.01%
109
398
$7K ﹤0.01%
+171
399
$6K ﹤0.01%
216
400
$6K ﹤0.01%
76