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
251
$3.38K ﹤0.01%
+74
252
$3.27K ﹤0.01%
+263
253
$3.26K ﹤0.01%
+2,000
254
$2.85K ﹤0.01%
+175
255
$2.83K ﹤0.01%
+92
256
$2.82K ﹤0.01%
+6
257
$2.77K ﹤0.01%
+80
258
$2.74K ﹤0.01%
+19
259
$2.65K ﹤0.01%
+33
260
$2.54K ﹤0.01%
+38
261
$2.44K ﹤0.01%
+31
262
$2.43K ﹤0.01%
+39
263
$2.42K ﹤0.01%
+300
264
$2.27K ﹤0.01%
+437
265
$2.25K ﹤0.01%
+38
266
$2K ﹤0.01%
+100
267
$1.66K ﹤0.01%
+200
268
$1.59K ﹤0.01%
+23
269
$1.56K ﹤0.01%
+3
270
$1.55K ﹤0.01%
+15
271
$1.54K ﹤0.01%
+29
272
$1.5K ﹤0.01%
+201
273
$1.42K ﹤0.01%
+25
274
$1.25K ﹤0.01%
+22
275
$1.24K ﹤0.01%
+714
8 9 10
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