UWS

Unique Wealth Strategies Portfolio holdings

AUM $213M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$9.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
673
New
Increased
Reduced
Closed

Top Buys

1 +$193K
2 +$189K
3 +$189K
4
FEUZ icon
First Trust Eurozone AlphaDEX
FEUZ
+$186K
5
PG icon
Procter & Gamble
PG
+$172K

Top Sells

1 +$28.2M
2 +$13.5M
3 +$134K

Sector Composition

1 Technology 15.07%
2 Consumer Discretionary 11.01%
3 Healthcare 10.23%
4 Communication Services 8.4%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SYK icon
301
Stryker
SYK
$136B
$11.8K 0.01%
+33
LYFT icon
302
Lyft
LYFT
$7.76B
$11.7K 0.01%
+607
EWY icon
303
iShares MSCI South Korea ETF
EWY
$7.35B
$11.7K 0.01%
+175
CI icon
304
Cigna
CI
$72.6B
$11.6K 0.01%
+32
TMO icon
305
Thermo Fisher Scientific
TMO
$213B
$11.6K 0.01%
+20
ARTY
306
iShares Future AI & Tech ETF
ARTY
$1.94B
$11.6K 0.01%
+337
CWK icon
307
Cushman & Wakefield Ltd.
CWK
$3.75B
$11.5K 0.01%
+1,100
MNST icon
308
Monster Beverage
MNST
$74.5B
$11.5K 0.01%
+194
SOFI icon
309
SoFi Technologies
SOFI
$34.3B
$10.9K 0.01%
+1,500
URI icon
310
United Rentals
URI
$51.7B
$10.8K 0.01%
+15
VERU icon
311
Veru
VERU
$37.2M
$10.5K ﹤0.01%
1,500
SUB icon
312
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$10.5K ﹤0.01%
+100
OKTA icon
313
Okta
OKTA
$16B
$10.5K ﹤0.01%
+100
UNP icon
314
Union Pacific
UNP
$139B
$10.3K ﹤0.01%
+42
DLTR icon
315
Dollar Tree
DLTR
$25.4B
$10.3K ﹤0.01%
+77
JMEE icon
316
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.12B
$9.95K ﹤0.01%
+170
LOW icon
317
Lowe's Companies
LOW
$135B
$9.93K ﹤0.01%
+39
MUB icon
318
iShares National Muni Bond ETF
MUB
$41.4B
$9.71K ﹤0.01%
+90
PANW icon
319
Palo Alto Networks
PANW
$130B
$9.66K ﹤0.01%
+68
CB icon
320
Chubb
CB
$122B
$9.33K ﹤0.01%
+36
MRNA icon
321
Moderna
MRNA
$13.2B
$9.27K ﹤0.01%
+87
NVR icon
322
NVR
NVR
$20.2B
$9.25K ﹤0.01%
+1
BMY icon
323
Bristol-Myers Squibb
BMY
$110B
$9.22K ﹤0.01%
+170
SITM icon
324
SiTime
SITM
$9.57B
$9.04K ﹤0.01%
+97
DHR icon
325
Danaher
DHR
$159B
$8.99K ﹤0.01%
+36