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
151
$86K 0.01%
+1,066
152
$85K 0.01%
+427
153
$84K 0.01%
+1,074
154
$83K 0.01%
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155
$83K 0.01%
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156
$83K 0.01%
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157
$81K 0.01%
+122
158
$80K 0.01%
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159
$75K 0.01%
+841
160
$74K 0.01%
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161
$73K 0.01%
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162
$73K 0.01%
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163
$73K 0.01%
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164
$72K 0.01%
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165
$72K 0.01%
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166
$71K 0.01%
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167
$70K 0.01%
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168
$68K 0.01%
25,000
169
$67K 0.01%
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170
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172
$66K 0.01%
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173
$65K 0.01%
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174
$65K 0.01%
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175
$64K 0.01%
+234
5 6
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