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
$578M
AUM Growth
-$1.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$9.24M
3
+$8.67M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.92M
5
CRL icon
Charles River Laboratories
CRL
+$7.5M

Top Sells

1
+$4.86M
2
+$4.38M
3
+$3.13M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$3.13M
5
AMAT icon
Applied Materials
AMAT
+$2.98M

Sector Composition

1 Healthcare 17.49%
2 Technology 13.68%
3 Financials 9.2%
4 Consumer Discretionary 5.25%
5 Communication Services 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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+1
525
– –
-22,144
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