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
$518M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Sells

1 +$7.95M
2 +$6.49M
3 +$5.25M
4
BALL icon
Ball Corp
BALL
+$1.27M
5
AMAT icon
Applied Materials
AMAT
+$536K

Sector Composition

1 Healthcare 19.57%
2 Technology 12.3%
3 Financials 9.05%
4 Consumer Discretionary 4.28%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K ﹤0.01%
226
+6
402
$8K ﹤0.01%
266
403
$8K ﹤0.01%
399
404
$8K ﹤0.01%
21
+13
405
$8K ﹤0.01%
78
406
$8K ﹤0.01%
74
+1
407
$8K ﹤0.01%
41
408
$8K ﹤0.01%
221
+25
409
$8K ﹤0.01%
180
+140
410
$8K ﹤0.01%
80
411
$8K ﹤0.01%
88
+1
412
$8K ﹤0.01%
210
413
$7K ﹤0.01%
149
+1
414
$7K ﹤0.01%
138
415
$7K ﹤0.01%
354
416
$7K ﹤0.01%
24
417
$7K ﹤0.01%
143
+141
418
$7K ﹤0.01%
569
+559
419
$7K ﹤0.01%
153
+150
420
$7K ﹤0.01%
43
421
$7K ﹤0.01%
157
422
$7K ﹤0.01%
+62
423
$7K ﹤0.01%
80
424
$7K ﹤0.01%
97
-192
425
$7K ﹤0.01%
61
+60