We are live on ! Find out more
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
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$11.5M
3
+$8.36M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$7.45M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.62%
2 Technology 4.36%
3 Healthcare 2.62%
4 Industrials 2.43%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$0 ﹤0.01%
+3
427
$0 ﹤0.01%
+3
428
$0 ﹤0.01%
+8
429
$0 ﹤0.01%
+9
430
$0 ﹤0.01%
+3
431
$0 ﹤0.01%
+6
432
$0 ﹤0.01%
+3
433
$0 ﹤0.01%
+3
434
– –
0
435
$0 ﹤0.01%
+7
436
$0 ﹤0.01%
+3
437
$0 ﹤0.01%
+104
438
$0 ﹤0.01%
+8
439
$0 ﹤0.01%
+34
440
$0 ﹤0.01%
+26
441
$0 ﹤0.01%
+3
442
$0 ﹤0.01%
+3
443
$0 ﹤0.01%
+3
444
$0 ﹤0.01%
+4
445
$0 ﹤0.01%
+4
446
$0 ﹤0.01%
+16
447
$0 ﹤0.01%
+4
448
$0 ﹤0.01%
+10
449
$0 ﹤0.01%
+10
450
$0 ﹤0.01%
+3
16 17
18
19 20