CWM
Curi Wealth Management Portfolio holdings
AUM
$724M
1-Year Return
17.4%
This Quarter Return
+4.29%
1 Year Return
+17.4%
3 Year Return
+16.27%
5 Year Return
–
10 Year Return
–
AUM
$694M
AUM Growth
-$17.8M
(-2.5%)
Cap. Flow
-$43.2M
Cap. Flow
% of AUM
-6.23%
Top 10 Holdings %
Top 10 Hldgs %
42.61%
Holding
194
New
8
Increased
49
Reduced
95
Closed
31
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$39.4M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$13.3M |
| 3 |
US Bancorp
USB
|
$3.98M |
| 4 |
PNC Financial Services
PNC
|
$3.82M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$3.14M |
Top Sells
Sector Composition
| 1 | Healthcare | 13.04% |
| 2 | Technology | 10.97% |
| 3 | Financials | 8.73% |
| 4 | Consumer Discretionary | 3.45% |
| 5 | Industrials | 2.65% |
