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

Top Buys

1
+$13.8M
2
+$7.18M
3
+$6.7M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$6.01M
5
GLD icon
SPDR Gold Trust
GLD
+$5.47M

Top Sells

1
+$5.57M
2
+$4.42M
3
+$1.85M
4
GMF icon
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
751
– –
-3
752
– –
-39
753
– –
-32
27 28 29 30
31