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
401
$3K ﹤0.01%
+10
402
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+8
403
$3K ﹤0.01%
+11
404
$3K ﹤0.01%
+75
405
$3K ﹤0.01%
+230
406
$3K ﹤0.01%
+32
407
$3K ﹤0.01%
+21
408
$2K ﹤0.01%
+36
409
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410
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+7
411
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412
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413
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414
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415
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+6
416
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+6
417
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+33
418
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419
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+4
420
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+45
421
$2K ﹤0.01%
+26
422
$2K ﹤0.01%
+1,170
423
$2K ﹤0.01%
+40
424
$2K ﹤0.01%
+33
425
$2K ﹤0.01%
+35
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