CW
Curio Wealth Portfolio holdings
AUM
$228M
This Quarter Return
-1.89%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$186M
AUM Growth
–
Cap. Flow
+$186M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.4%
Holding
304
New
304
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.99% |
| 2 | Communication Services | 1.38% |
| 3 | Consumer Discretionary | 1.11% |
| 4 | Financials | 0.95% |
| 5 | Consumer Staples | 0.53% |
