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
126
$51.3K 0.03%
1
-849
127
$49.8K 0.03%
1
-513
128
$48.9K 0.03%
2
-430
129
$48.4K 0.03%
1
-544
130
$47.2K 0.02%
1
-578
131
$47.2K 0.02%
1
-888
132
$47.1K 0.02%
1
-365
133
$46.1K 0.02%
+1
134
$45.2K 0.02%
1
-199
135
$44.9K 0.02%
2
-158
136
$41.2K 0.02%
1
-596
137
$41K 0.02%
1
-39
138
$39.1K 0.02%
2
-1,178
139
$39K 0.02%
2
-537
140
$37.1K 0.02%
2
-123
141
$36.3K 0.02%
+2
142
$36.2K 0.02%
1
-349
143
$36.1K 0.02%
1
-1,379
144
$33.7K 0.02%
+1
145
$33.7K 0.02%
1
-399
146
$32.3K 0.02%
2
-2,719
147
$32.2K 0.02%
+1
148
$32.1K 0.02%
3
-1,186
149
$32K 0.02%
+1
150
$31.1K 0.02%
1
-269
4 5
6
7 8