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

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
476
$0 ﹤0.01%
+7
477
$0 ﹤0.01%
+5
478
$0 ﹤0.01%
+3
479
$0 ﹤0.01%
+7
480
$0 ﹤0.01%
+8
481
$0 ﹤0.01%
+1
482
$0 ﹤0.01%
+1
483
$0 ﹤0.01%
+9
484
$0 ﹤0.01%
+1
485
$0 ﹤0.01%
+3
486
0
487
$0 ﹤0.01%
+6
488
$0 ﹤0.01%
+4
489
$0 ﹤0.01%
+1
490
$0 ﹤0.01%
+3
491
$0 ﹤0.01%
+3
492
$0 ﹤0.01%
+9
493
$0 ﹤0.01%
+9
494
$0 ﹤0.01%
+1
495
$0 ﹤0.01%
+7
496
$0 ﹤0.01%
+9
497
$0 ﹤0.01%
+20
498
$0 ﹤0.01%
+2
499
$0 ﹤0.01%
+208
500
$0 ﹤0.01%
+6