CW

Curio Wealth Portfolio holdings

AUM $228M
This Quarter Est. Return
1 Year Est. Return
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

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
ROKU icon
301
Roku
ROKU
$14B
$1.93K ﹤0.01%
+1
BND icon
302
Vanguard Total Bond Market
BND
$138B
$1.9K ﹤0.01%
2
-3
DDOG icon
303
Datadog
DDOG
$52.7B
$1.86K ﹤0.01%
+1
TTWO icon
304
Take-Two Interactive
TTWO
$47.8B
$1.84K ﹤0.01%
+1
OKTA icon
305
Okta
OKTA
$15.5B
$1.73K ﹤0.01%
+1
CRWD icon
306
CrowdStrike
CRWD
$121B
$1.71K ﹤0.01%
+1
CRM icon
307
Salesforce
CRM
$234B
$1.68K ﹤0.01%
+1
UAA icon
308
Under Armour
UAA
$2.04B
$1.66K ﹤0.01%
1
-199
JOBY icon
309
Joby Aviation
JOBY
$14.3B
$1.63K ﹤0.01%
+1
BIDU icon
310
Baidu
BIDU
$41.6B
$1.6K ﹤0.01%
+1
TMO icon
311
Thermo Fisher Scientific
TMO
$203B
$1.56K ﹤0.01%
1
-2
LPX icon
312
Louisiana-Pacific
LPX
$6.29B
$1.55K ﹤0.01%
1
-14
SWKS icon
313
Skyworks Solutions
SWKS
$11.1B
$1.53K ﹤0.01%
+1
UA icon
314
Under Armour Class C
UA
$1.98B
$1.5K ﹤0.01%
1
-200
VSGX icon
315
Vanguard ESG International Stock ETF
VSGX
$5.23B
$1.42K ﹤0.01%
1
-24
GMED icon
316
Globus Medical
GMED
$7.91B
$1.41K ﹤0.01%
+1
UL icon
317
Unilever
UL
$152B
$1.25K ﹤0.01%
1
-21
LFWD icon
318
ReWalk Robotics
LFWD
$11.2M
$1.24K ﹤0.01%
1
-713
MET icon
319
MetLife
MET
$51.8B
$1.23K ﹤0.01%
+1
TWLO icon
320
Twilio
TWLO
$16.3B
$1.08K ﹤0.01%
1
-9
ZG icon
321
Zillow
ZG
$17.1B
$1.06K ﹤0.01%
+1
RIOT icon
322
Riot Platforms
RIOT
$7.23B
$1.02K ﹤0.01%
1
-99
OKE icon
323
Oneok
OKE
$42.3B
$1K ﹤0.01%
1
-92
TSM icon
324
TSMC
TSM
$1.56T
$987 ﹤0.01%
+1
WAB icon
325
Wabtec
WAB
$33.1B
$948 ﹤0.01%
1
-4