CWM
Curi Wealth Management Portfolio holdings
AUM
$724M
1-Year Est. Return
17.43%
This Fund
S&P 500
1 Year Est. Return
+17.43%
AUM
$652M
AUM Growth
-$85.2M
(-12%)
Holding
177
Top Buys
| 1 | +$6.44M | |
| 2 | +$2.56M | |
| 3 | +$941K | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$539K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$477K |
Top Sells
| 1 | +$11.4M | |
| 2 | +$7.04M | |
| 3 | +$5.27M | |
| 4 |
Apple
AAPL
|
+$3.7M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.66M |
Sector Composition
| 1 | Technology | 10.99% |
| 2 | Healthcare | 10.96% |
| 3 | Financials | 8.16% |
| 4 | Consumer Discretionary | 3.53% |
| 5 | Industrials | 3.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Starbucks
SBUX
$109B
| – | – |
-2,485
|
|
||
177
Schwab US Large-Cap Value ETF
SCHV
$14.8B
| – | – |
-9,243
|
|