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
$138M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$24.7M
2 +$12.2M
3 +$8.38M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$7.51M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.98M

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
476
$0 ﹤0.01%
+26
477
$0 ﹤0.01%
+3
478
$0 ﹤0.01%
+3
479
$0 ﹤0.01%
+3
480
$0 ﹤0.01%
+4
481
$0 ﹤0.01%
+16
482
$0 ﹤0.01%
+4
483
$0 ﹤0.01%
+10
484
$0 ﹤0.01%
+10
485
$0 ﹤0.01%
+3
486
$0 ﹤0.01%
+2
487
$0 ﹤0.01%
+34
488
$0 ﹤0.01%
+6
489
$0 ﹤0.01%
+5
490
$0 ﹤0.01%
+10
491
$0 ﹤0.01%
+2
492
$0 ﹤0.01%
+2
493
$0 ﹤0.01%
+1
494
$0 ﹤0.01%
+5
495
$0 ﹤0.01%
+3
496
$0 ﹤0.01%
+10
497
$0 ﹤0.01%
+6
498
$0 ﹤0.01%
+12
499
$0 ﹤0.01%
+36
500
$0 ﹤0.01%
+5