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
$192M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$196K
2
+$90.6K
3
+$71.5K
4
STZ icon
Constellation Brands
STZ
+$66.3K
5
RCL icon
Royal Caribbean
RCL
+$46.1K

Top Sells

1
+$54.3B
2
+$36.3B
3
+$21.2B
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.11B
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$8.64B

Sector Composition

1 Technology 2.31%
2 Communication Services 1.65%
3 Financials 1.13%
4 Consumer Discretionary 1.09%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.89K 0.01%
1
-287
227
$9.83K 0.01%
+1
228
$9.8K 0.01%
1
-999
229
$9.75K 0.01%
1
-999
230
$9.51K 0.01%
1
-1,020
231
$9.36K ﹤0.01%
1
-959
232
$9.27K ﹤0.01%
1
-39
233
$9K ﹤0.01%
+1
234
$8.84K ﹤0.01%
1
-389
235
$8.8K ﹤0.01%
1
-1,999
236
$8.73K ﹤0.01%
1
-999
237
$8.71K ﹤0.01%
1
-13
238
$8.27K ﹤0.01%
1
-23
239
$8.15K ﹤0.01%
1
-352
240
$7.83K ﹤0.01%
+1
241
$7.82K ﹤0.01%
1
-152
242
$7.72K ﹤0.01%
1
-1,999
243
$7.65K ﹤0.01%
+1
244
$7.49K ﹤0.01%
1
-512
245
$7.49K ﹤0.01%
+1
246
$7.29K ﹤0.01%
1
-399
247
$7.21K ﹤0.01%
1
-231
248
$7.2K ﹤0.01%
1
-24
249
$7.07K ﹤0.01%
+1
250
$6.98K ﹤0.01%
4
-37
8 9
10
11 12