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
$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
551
$0 ﹤0.01%
+6
552
$0 ﹤0.01%
+7
553
$0 ﹤0.01%
+1
554
$0 ﹤0.01%
+13
555
$0 ﹤0.01%
+2
556
$0 ﹤0.01%
+6
557
$0 ﹤0.01%
+14
558
$0 ﹤0.01%
+2
559
$0 ﹤0.01%
+1
560
$0 ﹤0.01%
+6
561
$0 ﹤0.01%
+7
562
$0 ﹤0.01%
+5
563
$0 ﹤0.01%
+3
564
$0 ﹤0.01%
+3
565
$0 ﹤0.01%
+9
566
$0 ﹤0.01%
+9
567
$0 ﹤0.01%
+26
568
$0 ﹤0.01%
+4
569
$0 ﹤0.01%
+3
570
$0 ﹤0.01%
+3
571
$0 ﹤0.01%
+10
572
$0 ﹤0.01%
+1
573
$0 ﹤0.01%
+3
574
$0 ﹤0.01%
+12
575
$0 ﹤0.01%
+40
21 22
23
24 25