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
$579M
AUM Growth
+$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$20.2M
3
+$19.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$19M
5
IQV icon
IQVIA
IQV
+$18.5M

Top Sells

1
+$115K
2
+$52.2K
3
+$35.6K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$25.6K
5
GMF icon
SPDR S&P Emerging Asia Pacific ETF
GMF
+$23.8K

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
126
$140K 0.02%
+864
127
$140K 0.02%
+6,840
128
$137K 0.02%
+2,060
129
$136K 0.02%
+747
130
$134K 0.02%
+647
131
$133K 0.02%
+777
132
$129K 0.02%
+1,052
133
$126K 0.02%
+1,027
134
$118K 0.02%
+1,731
135
$110K 0.02%
+815
136
$108K 0.02%
+2,292
137
$107K 0.02%
+2,582
138
$105K 0.02%
+1,572
139
$103K 0.02%
+453
140
$103K 0.02%
+1,419
141
$100K 0.02%
+1,974
142
$98K 0.02%
+576
143
$98K 0.02%
+1,039
144
$98K 0.02%
+279
145
$93K 0.02%
+3,274
146
$93K 0.02%
+1,183
147
$92K 0.02%
+3,786
148
$90K 0.02%
+876
149
$90K 0.02%
+296
150
$88K 0.02%
+670
4 5
6
7 8