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 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
151
$28.3K 0.02%
+3,312
152
$28.2K 0.02%
+409
153
$26.6K 0.01%
+235
154
$26.4K 0.01%
+954
155
$26.1K 0.01%
+163
156
$25.9K 0.01%
+132
157
$23.5K 0.01%
+1,000
158
$23.4K 0.01%
+41
159
$23K 0.01%
+953
160
$22.9K 0.01%
+137
161
$22.7K 0.01%
+300
162
$22.3K 0.01%
+288
163
$22.1K 0.01%
+591
164
$22K 0.01%
+2,000
165
$21.7K 0.01%
+397
166
$21.5K 0.01%
+163
167
$21.2K 0.01%
+1,741
168
$21.2K 0.01%
+1,019
169
$20.9K 0.01%
+400
170
$20.7K 0.01%
+3,892
171
$20.4K 0.01%
+540
172
$19.9K 0.01%
+4,000
173
$19.9K 0.01%
+4
174
$19.8K 0.01%
+293
175
$19.3K 0.01%
+47