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
201
$34K 0.01%
+114
202
$34K 0.01%
+577
203
$33K 0.01%
+763
204
$33K 0.01%
+822
205
$33K 0.01%
+2,122
206
$33K 0.01%
+193
207
$33K 0.01%
+502
208
$32K 0.01%
+306
209
$32K 0.01%
+450
210
$31K 0.01%
+428
211
$30K 0.01%
+261
212
$30K 0.01%
+161
213
$30K 0.01%
+79
214
$29K 0.01%
+1,000
215
$28K ﹤0.01%
+308
216
$28K ﹤0.01%
+235
217
$28K ﹤0.01%
+135
218
$28K ﹤0.01%
+1,081
219
$27K ﹤0.01%
+409
220
$27K ﹤0.01%
+200
221
$27K ﹤0.01%
+262
222
$27K ﹤0.01%
+317
223
$27K ﹤0.01%
+300
224
$27K ﹤0.01%
+541
225
$26K ﹤0.01%
+466
7 8
9
10 11