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
$737M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$6.72M
3
+$6.38M
4
DCRE icon
DoubleLine Commercial Real Estate ETF
DCRE
+$6.35M
5
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$4.21M

Top Sells

1
+$6.28M
2
+$5.63M
3
+$4.66M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.22M
5
IYW icon
iShares US Technology ETF
IYW
+$2.09M

Sector Composition

1 Healthcare 11.76%
2 Technology 11.44%
3 Financials 7.55%
4 Consumer Discretionary 3.49%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,098
177
– –
-1,116
178
– –
-10,726
4 5 6 7
8