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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
$518M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$3.94M
3
+$3.59M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$2.1M
5
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$1.78M

Top Sells

1
+$8.06M
2
+$6.59M
3
+$6.17M
4
BALL icon
Ball Corp
BALL
+$1.4M
5
AMAT icon
Applied Materials
AMAT
+$646K

Sector Composition

1 Healthcare 19.57%
2 Technology 12.3%
3 Financials 9.05%
4 Consumer Discretionary 4.28%
5 Industrials 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
40
577
$1K ﹤0.01%
20
578
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10
579
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9
580
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3
581
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582
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583
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-845
584
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22
586
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+10
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9
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+30
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4
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+55
591
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596
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28
+25
598
$1K ﹤0.01%
15
599
$1K ﹤0.01%
48
600
$1K ﹤0.01%
18
22 23
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25 26