CW

Curio Wealth Portfolio holdings

AUM $282M
1-Year Est. Return 13.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$32.3M
3
+$30.8M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$12.3M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$10.3M

Top Sells

1
+$49.8K
2
+$41.2K
3
+$41K
4
AFL icon
Aflac
AFL
+$36.2K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$36.1K

Sector Composition

1 Technology 2%
2 Communication Services 1.54%
3 Consumer Discretionary 0.91%
4 Financials 0.88%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K ﹤0.01%
31
+30
202
$9.89K ﹤0.01%
25
+24
203
$9.38K ﹤0.01%
41
+40
204
$9.35K ﹤0.01%
30
+29
205
$9.29K ﹤0.01%
14
+13
206
$8.51K ﹤0.01%
390
+389
207
$8.15K ﹤0.01%
15
+14
208
$8.01K ﹤0.01%
153
+152
209
$7.97K ﹤0.01%
25
+23
210
$7.95K ﹤0.01%
41
+39
211
$7.88K ﹤0.01%
1,000
+999
212
$7.78K ﹤0.01%
63
+59
213
$7.1K ﹤0.01%
74
+73
214
$6.98K ﹤0.01%
25
+23
215
$6.88K ﹤0.01%
159
+158
216
$6.85K ﹤0.01%
192
+191
217
$6.82K ﹤0.01%
68
+66
218
$6.57K ﹤0.01%
134
+133
219
$6.55K ﹤0.01%
+1,000
220
$6.55K ﹤0.01%
64
+63
221
$6.46K ﹤0.01%
353
+352
222
$6.35K ﹤0.01%
42
+41
223
$6.32K ﹤0.01%
2,000
+1,999
224
$6.19K ﹤0.01%
+267
225
$6.15K ﹤0.01%
82
+81
7 8
9
10 11