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
301
$1.93K ﹤0.01%
+1
302
$1.9K ﹤0.01%
2
-3
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$1.86K ﹤0.01%
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307
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1
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309
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310
$1.6K ﹤0.01%
+1
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$1.53K ﹤0.01%
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$1.5K ﹤0.01%
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$1.42K ﹤0.01%
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-24
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$1.41K ﹤0.01%
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$1.24K ﹤0.01%
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$1.23K ﹤0.01%
+1
320
$1.08K ﹤0.01%
1
-9
321
$1.06K ﹤0.01%
+1
322
$1.02K ﹤0.01%
1
-99
323
$1K ﹤0.01%
1
-92
324
$987 ﹤0.01%
+1
325
$948 ﹤0.01%
1
-4
11 12
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14 15