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

Top Buys

1
+$21.5M
2
+$20.9M
3
+$19M
4
UNH icon
UnitedHealth
UNH
+$17.9M
5
MSFT icon
Microsoft
MSFT
+$17.6M

Top Sells

1
+$115K
2
+$49K
3
+$36.7K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$25.6K
5
GMF icon
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
+$24.6K

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%
+485
156
$83K 0.01%
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157
$81K 0.01%
+122
158
$80K 0.01%
+925
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
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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%
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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
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