CW

Curio Wealth Portfolio holdings

AUM $282M
1-Year Est. Return 13.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.44%
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 Buys

1
+$36.2M
2
+$32.3M
3
+$30.8M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$12.3M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$10.3M

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
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