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
426
$2K ﹤0.01%
+40
427
$2K ﹤0.01%
+33
428
$2K ﹤0.01%
+70
429
$2K ﹤0.01%
+29
430
$1K ﹤0.01%
+4
431
$1K ﹤0.01%
+33
432
$1K ﹤0.01%
+8
433
$1K ﹤0.01%
+18
434
$1K ﹤0.01%
+22
435
$1K ﹤0.01%
+5
436
$1K ﹤0.01%
+16
437
$1K ﹤0.01%
+29
438
$1K ﹤0.01%
+15
439
$1K ﹤0.01%
+48
440
$1K ﹤0.01%
+36
441
$1K ﹤0.01%
+163
442
$1K ﹤0.01%
+34
443
$1K ﹤0.01%
+18
444
$1K ﹤0.01%
+100
445
$1K ﹤0.01%
+15
446
$1K ﹤0.01%
+2
447
$1K ﹤0.01%
+3
448
$1K ﹤0.01%
+22
449
$1K ﹤0.01%
+20
450
$1K ﹤0.01%
+3
16 17
18
19 20