CW
Curio Wealth Portfolio holdings
AUM
$228M
This Quarter Return
-0.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$192M
(+3.3%)
Cap. Flow
-$216B
Cap. Flow
% of AUM
-112,424.73%
Top 10 Holdings %
Top 10 Hldgs %
63.32%
Holding
411
New
107
Increased
–
Reduced
283
Closed
21
Top Buys
| 1 |
iShares Russell 2000 Value ETF
IWN
|
$196K |
| 2 |
Bank of America
BAC
|
$90.6K |
| 3 |
Southwest Airlines
LUV
|
$71.5K |
| 4 |
Constellation Brands
STZ
|
$66.3K |
| 5 |
Royal Caribbean
RCL
|
$46.1K |
Top Sells
Sector Composition
| 1 | Technology | 2.31% |
| 2 | Communication Services | 1.65% |
| 3 | Financials | 1.13% |
| 4 | Consumer Discretionary | 1.09% |
| 5 | Industrials | 0.68% |
