Curated Wealth Partners LLC
CIK Number: 0001781284
781.73M
Market Value
128
# of Holdings
10 months
Avg. Holding Period
70.37%
Win Rate
19.09%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apollo Global M... | 166.00 | +0.51% | 2.33M | -1.35% | 291.13M | 118.74 | 37.24% | |
| 2 | Ares Management... | 178.78 | +0.99% | 1.66M | -0.06% | 258.25M | 136.2 | 33.04% | |
| 3 | Spdr S&P 500 Et... | 584.57 | -0.26% | 51.23K | +8.97% | 29.39M | 547.68 | 3.76% | |
| 4 | Vanguard Index ... | 537.55 | -0.23% | 44.49K | +7.55% | 23.48M | 503.13 | 3.00% | |
| 5 | Dimensional Etf... | 29.12 | -0.27% | 532.67K | +6.54% | 16.93M | 29.85 | 2.17% |
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