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
251
$6.93K ﹤0.01%
1
-49
252
$6.8K ﹤0.01%
+1
253
$6.4K ﹤0.01%
+4
254
$6.38K ﹤0.01%
1
-1,999
255
$6.36K ﹤0.01%
1
-2,128
256
$5.89K ﹤0.01%
+1
257
$5.55K ﹤0.01%
+1
258
$5.54K ﹤0.01%
1
-724
259
$5.48K ﹤0.01%
+1
260
$5.43K ﹤0.01%
2
-52
261
$5.17K ﹤0.01%
2
-78
262
$5.11K ﹤0.01%
+1
263
$5.08K ﹤0.01%
1
-39
264
$5.07K ﹤0.01%
+1
265
$5.04K ﹤0.01%
+1
266
$4.75K ﹤0.01%
1
-592
267
$4.54K ﹤0.01%
1
-85
268
$4.49K ﹤0.01%
1
-19
269
$4.42K ﹤0.01%
+1
270
$4.42K ﹤0.01%
+1
271
$4.35K ﹤0.01%
1
-14
272
$4.28K ﹤0.01%
1
-84
273
$4.28K ﹤0.01%
+1
274
$4.25K ﹤0.01%
1
-167
275
$4.24K ﹤0.01%
1
-126
9 10
11
12 13