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
276
$1.08K ﹤0.01%
+10
277
$1.02K ﹤0.01%
+100
278
$948 ﹤0.01%
+5
279
$829 ﹤0.01%
+20
280
$604 ﹤0.01%
+26
281
$567 ﹤0.01%
+300
282
$360 ﹤0.01%
+5
283
$286 ﹤0.01%
+16
284
$271 ﹤0.01%
+23
285
$254 ﹤0.01%
+3
286
$246 ﹤0.01%
+24
287
$227 ﹤0.01%
+9
288
$222 ﹤0.01%
+9
289
$208 ﹤0.01%
+10
290
$171 ﹤0.01%
+6
291
$146 ﹤0.01%
+8
292
$139 ﹤0.01%
+20
293
$135 ﹤0.01%
+15
294
$91 ﹤0.01%
+4
295
$83 ﹤0.01%
+27
296
$27 ﹤0.01%
+1
297
$27 ﹤0.01%
+6
298
$5 ﹤0.01%
+2
299
$0 ﹤0.01%
+2,500
8 9 10 11
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