AWM
DUHP icon

Align Wealth Management’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Align Wealth Management’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$1.24M Buy
+57,927
New +$1.37M 1.05% 12

Other funds holding DUHP

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Align Wealth Management's DUHP Position: Q4 2022 in Review

Align Wealth Management opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q4 2022: 57,927 shares worth $1.24M. The stake represents 1.05% of the portfolio and ranks #12 among its holdings.

129 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

  • Align Wealth Management held 57,927 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $1.24M as of Q4 2022.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Align Wealth Management position in Q4 2022.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.05% of Align Wealth Management's portfolio in Q4 2022, its #12 holding.
  • 129 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.