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
$138M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$12.2M
3
+$8.38M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$7.51M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$6.98M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.62%
2 Technology 4.36%
3 Healthcare 2.62%
4 Industrials 2.43%
5 Consumer Discretionary 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$31K 0.02%
+366
177
$31K 0.02%
+122
178
$30K 0.02%
+256
179
$30K 0.02%
+146
180
$30K 0.02%
+1,000
181
$30K 0.02%
+188
182
$29K 0.02%
+110
183
$29K 0.02%
+138
184
$29K 0.02%
+380
185
$29K 0.02%
+119
186
$28K 0.02%
+204
187
$28K 0.02%
+408
188
$28K 0.02%
+1,081
189
$27K 0.02%
+171
190
$27K 0.02%
+250
191
$27K 0.02%
+396
192
$27K 0.02%
+541
193
$26K 0.02%
+1,187
194
$26K 0.02%
+527
195
$26K 0.02%
+156
196
$25K 0.02%
+1,164
197
$23K 0.02%
+1,000
198
$22K 0.02%
+183
199
$22K 0.02%
+694
200
$22K 0.02%
+401
6 7
8
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