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

Top Buys

1 +$14.8M
2 +$9.77M
3 +$8.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$7.7M
5
CRL icon
Charles River Laboratories
CRL
+$6.9M

Top Sells

1 +$4.69M
2 +$4.38M
3 +$3.32M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$2.85M

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
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