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
$186M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$25.7M
3
+$20.5M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$11.2M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$7.44M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$88.2K 0.05%
+401
102
$86.9K 0.05%
+874
103
$85.5K 0.05%
+416
104
$85.1K 0.05%
+2,129
105
$85.1K 0.05%
+394
106
$84.2K 0.05%
+134
107
$81.2K 0.04%
+660
108
$73.5K 0.04%
+313
109
$72.3K 0.04%
+293
110
$70.4K 0.04%
+463
111
$69.7K 0.04%
+648
112
$67.4K 0.04%
+748
113
$67.2K 0.04%
+1,140
114
$61.4K 0.03%
+400
115
$59K 0.03%
+332
116
$56.7K 0.03%
+1,398
117
$52.7K 0.03%
+519
118
$51.7K 0.03%
+215
119
$51.7K 0.03%
+900
120
$51.5K 0.03%
+681
121
$51.3K 0.03%
+850
122
$49.8K 0.03%
+514
123
$48.9K 0.03%
+432
124
$48.4K 0.03%
+545
125
$48.1K 0.03%
+400
3 4
5
6 7