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
176
$63K 0.01%
+111
177
$63K 0.01%
+381
178
$63K 0.01%
+683
179
$61K 0.01%
+1,052
180
$60K 0.01%
+4,034
181
$58K 0.01%
+89
182
$58K 0.01%
+948
183
$55K 0.01%
+904
184
$55K 0.01%
+183
185
$54K 0.01%
+204
186
$52K 0.01%
+1,500
187
$51K 0.01%
+274
188
$49K 0.01%
+255
189
$46K 0.01%
+3,984
190
$46K 0.01%
+436
191
$43K 0.01%
+654
192
$43K 0.01%
+73
193
$42K 0.01%
+378
194
$42K 0.01%
+595
195
$41K 0.01%
+1,000
196
$40K 0.01%
+656
197
$39K 0.01%
+649
198
$39K 0.01%
+82
199
$38K 0.01%
+329
200
$35K 0.01%
+438
6 7
8
9 10