CWM
Curi Wealth Management Portfolio holdings
AUM
$724M
1-Year Est. Return
17.4%
1 Year Est. Return
+17.4%
AUM
$652M
AUM Growth
-$85.2M
(-12%)
Holding
177
Top Buys
| 1 | +$6.75M | |
| 2 | +$2.29M | |
| 3 | +$855K | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$531K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$461K |
Top Sells
| 1 | +$11M | |
| 2 | +$7.04M | |
| 3 | +$5.06M | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.65M |
| 5 |
Apple
AAPL
|
+$3.46M |
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
Fidelity MSCI Real Estate Index ETF
FREL
$1.07B
| – | – |
-17,617
|
|
||
177
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$955M
| – | – |
-3,336
|
|