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
176
$18.5K 0.01%
+174
177
$17.5K 0.01%
+259
178
$17.4K 0.01%
+62
179
$16.9K 0.01%
+705
180
$16.8K 0.01%
+300
181
$16.5K 0.01%
+276
182
$16.5K 0.01%
+28
183
$16.4K 0.01%
+365
184
$15.9K 0.01%
+72
185
$15.9K 0.01%
+10,000
186
$15.8K 0.01%
+1,000
187
$15.4K 0.01%
+1,000
188
$15.4K 0.01%
+208
189
$15.4K 0.01%
+180
190
$14.6K 0.01%
+263
191
$14.6K 0.01%
+1,000
192
$14.3K 0.01%
+128
193
$14K 0.01%
+280
194
$13.9K 0.01%
+110
195
$13.4K 0.01%
+150
196
$13.4K 0.01%
+100
197
$12.9K 0.01%
+110
198
$12.9K 0.01%
+567
199
$12.8K 0.01%
+68
200
$12.7K 0.01%
+50