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
$711M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$12.4M
3 +$9.34M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.38M
5
MRVI icon
Maravai LifeSciences
MRVI
+$6.85M

Sector Composition

1 Healthcare 15.68%
2 Technology 9.91%
3 Financials 8.24%
4 Industrials 3.52%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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