Portfolio (Quarterly)
Guide ↗
CURIO WEALTH, LLC
· CIK 0002049201| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1061 | — | LIBERTY GLOBAL LTD | — | 4 | $48.0 | — | SOLD |
| 1062 | WHD | CACTUS INC | Energy | 1 | $47.0 | — | SOLD |
| 1063 | FLR | FLUOR CORP | Industrials | 1 | $47.0 | — | SOLD |
| 1064 | AD | ARRAY DIGITAL INFRASTRUCTURE INC | Communication Services | 1 | $46.0 | — | SOLD |
| 1065 | VSCO | VICTORIAS SECRET & CO | Consumer Cyclical | 1 | $46.0 | — | SOLD |
| 1066 | — | SEADRILL LTD | — | 1 | $46.0 | — | SOLD |
| 1067 | GLOB | GLOBANT SA | Technology | 1 | $46.0 | — | SOLD |
| 1068 | BKU | BANKUNITED INC | Financial Services | 1 | $45.0 | — | SOLD |
| 1069 | CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | 1 | $45.0 | — | SOLD |
| 1070 | DBX | DROPBOX INC | Technology | 2 | $45.0 | — | SOLD |
| 1071 | GBCI | GLACIER BANCORP INC | Financial Services | 1 | $45.0 | — | SOLD |
| 1072 | NMRK | NEWMARK GROUP INC | Real Estate | 3 | $45.0 | — | SOLD |
| 1073 | ZWS | ZURN ELKAY WATER SOLUTIONS CORP | Industrials | 1 | $45.0 | — | SOLD |
| 1074 | NATL | NCR ATLEOS CORP. COM USD0.01 | Technology | 1 | $44.0 | — | SOLD |
| 1075 | TR | TOOTSIE ROLL INDUSTRIES INC | Consumer Defensive | 1 | $44.0 | — | SOLD |
| 1076 | WD | WALKER & DUNLOP INC | Financial Services | 1 | $44.0 | — | SOLD |
| 1077 | WU | THE WESTERN UNION CO | Financial Services | 5 | $44.0 | — | SOLD |
| 1078 | PEGA | PEGASYSTEMS INC | Technology | 1 | $43.0 | — | SOLD |
| 1079 | AES | THE AES CORP | Utilities | 3 | $42.0 | — | SOLD |
| 1080 | LW | LAMB WESTON HOLDINGS | Consumer Defensive | 1 | $42.0 | — | SOLD |
Sector Allocation
Technology
41.6%
Financial Services
25.7%
Communication Services
10.4%
Consumer Cyclical
9.6%
Industrials
6.1%
Consumer Defensive
3.3%
Healthcare
3.2%