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
$602M
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$7.41M
3
+$7.17M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.71M
5
GLD icon
SPDR Gold Trust
GLD
+$5.69M

Top Sells

1
+$6.14M
2
+$4.93M
3
+$1.92M
4
GMF icon
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
+$1.46M
5
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$1.35M

Sector Composition

1 Healthcare 16.56%
2 Technology 10.73%
3 Financials 8.39%
4 Consumer Discretionary 4.35%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-75
677
– –
-850
678
– –
-117
679
– –
-435
680
– –
-48
681
– –
-3
682
– –
-354
683
– –
-8
684
– –
-100
685
– –
-1,357
686
– –
-66
687
– –
-2
688
– –
-647
689
– –
-136
690
– –
-5
691
– –
-30
692
– –
-3
693
– –
-24
694
– –
-16
695
– –
-143
696
– –
-28
697
– –
-152
698
– –
-619
699
– –
-74
700
– –
-125
26 27
28
29 30