CW

Curio Wealth Portfolio holdings

AUM $244M
1-Year Est. Return 9.81%
This Quarter Est. Return
1 Year Est. Return
+9.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.7M
3
+$20.5M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$11.2M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$7.44M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.99%
2 Communication Services 1.38%
3 Consumer Discretionary 1.11%
4 Financials 0.95%
5 Consumer Staples 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.72K ﹤0.01%
+2,000
227
$7.49K ﹤0.01%
+513
228
$7.29K ﹤0.01%
+400
229
$7.2K ﹤0.01%
+25
230
$6.8K ﹤0.01%
+14
231
$6.5K ﹤0.01%
+615
232
$6.38K ﹤0.01%
+2,000
233
$5.68K ﹤0.01%
+151
234
$5.54K ﹤0.01%
+725
235
$5.43K ﹤0.01%
+54
236
$5.08K ﹤0.01%
+40
237
$4.84K ﹤0.01%
+24
238
$4.75K ﹤0.01%
+593
239
$4.57K ﹤0.01%
+41
240
$4.54K ﹤0.01%
+86
241
$4.53K ﹤0.01%
+80
242
$4.49K ﹤0.01%
+20
243
$4.48K ﹤0.01%
+66
244
$4.35K ﹤0.01%
+15
245
$4.28K ﹤0.01%
+85
246
$4.25K ﹤0.01%
+168
247
$4.24K ﹤0.01%
+127
248
$4.03K ﹤0.01%
+180
249
$3.85K ﹤0.01%
+80
250
$3.52K ﹤0.01%
+45
8 9
10
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