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
$228M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Sells

1 +$49.8K
2 +$41.2K
3 +$41K
4
AFL icon
Aflac
AFL
+$36.2K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$36.1K

Sector Composition

1 Technology 2%
2 Communication Services 1.54%
3 Consumer Discretionary 0.91%
4 Financials 0.88%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GM icon
276
General Motors
GM
$65.8B
$1.94K ﹤0.01%
39
+37
DDOG icon
277
Datadog
DDOG
$64.9B
$1.75K ﹤0.01%
13
+12
CERT icon
278
Certara
CERT
$1.33B
$1.64K ﹤0.01%
+140
VSGX icon
279
Vanguard ESG International Stock ETF
VSGX
$5.25B
$1.64K ﹤0.01%
25
+24
BIDU icon
280
Baidu
BIDU
$39.9B
$1.63K ﹤0.01%
19
+18
BND icon
281
Vanguard Total Bond Market
BND
$137B
$1.6K ﹤0.01%
22
+20
GEV icon
282
GE Vernova
GEV
$157B
$1.59K ﹤0.01%
3
+1
SYM icon
283
Symbotic
SYM
$6.48B
$1.55K ﹤0.01%
+40
CRM icon
284
Salesforce
CRM
$232B
$1.37K ﹤0.01%
5
+4
UAA icon
285
Under Armour
UAA
$1.92B
$1.37K ﹤0.01%
200
+199
UL icon
286
Unilever
UL
$145B
$1.35K ﹤0.01%
22
+21
SWKS icon
287
Skyworks Solutions
SWKS
$9.9B
$1.31K ﹤0.01%
18
+17
UA icon
288
Under Armour Class C
UA
$1.84B
$1.3K ﹤0.01%
201
+200
LPX icon
289
Louisiana-Pacific
LPX
$5.25B
$1.29K ﹤0.01%
15
+14
RGTI icon
290
Rigetti Computing
RGTI
$8.41B
$1.27K ﹤0.01%
+107
TMO icon
291
Thermo Fisher Scientific
TMO
$217B
$1.22K ﹤0.01%
3
+2
MET icon
292
MetLife
MET
$51.8B
$1.21K ﹤0.01%
15
+14
GWRE icon
293
Guidewire Software
GWRE
$18.9B
$1.18K ﹤0.01%
5
+4
TSM icon
294
TSMC
TSM
$1.48T
$1.13K ﹤0.01%
5
+4
IDXX icon
295
Idexx Laboratories
IDXX
$55.1B
$1.07K ﹤0.01%
2
+1
ZG icon
296
Zillow
ZG
$16.3B
$1.03K ﹤0.01%
15
+14
GMED icon
297
Globus Medical
GMED
$11.3B
$1K ﹤0.01%
17
+16
QUBT icon
298
Quantum Computing Inc
QUBT
$2.37B
$978 ﹤0.01%
51
+50
ASST icon
299
Strive Inc
ASST
$854M
$975 ﹤0.01%
+260
OKE icon
300
Oneok
OKE
$44.4B
$816 ﹤0.01%
10
+9