UWS

Unique Wealth Strategies Portfolio holdings

AUM $213M
This Fund
S&P 500
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 +$192K
3 +$188K
4
JD icon
JD.com
JD
+$184K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$179K

Top Sells

1 +$1.52M
2 +$603K
3 +$122K

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
$127B
$11.8K 0.01%
+33
LYFT icon
302
Lyft
LYFT
$5.17B
$11.7K 0.01%
+607
EWY icon
303
iShares MSCI South Korea ETF
EWY
$15.8B
$11.7K 0.01%
+175
CI icon
304
Cigna
CI
$71.7B
$11.6K 0.01%
+32
TMO icon
305
Thermo Fisher Scientific
TMO
$182B
$11.6K 0.01%
+20
ARTY
306
iShares Future AI & Tech ETF
ARTY
$2.13B
$11.6K 0.01%
+337
CWK icon
307
Cushman & Wakefield Ltd
CWK
$2.8B
$11.5K 0.01%
+1,100
MNST icon
308
Monster Beverage
MNST
$70.4B
$11.5K 0.01%
+194
SOFI icon
309
SoFi Technologies
SOFI
$20.2B
$10.9K 0.01%
+1,500
URI icon
310
United Rentals
URI
$46.8B
$10.8K 0.01%
+15
VERU icon
311
Veru
VERU
$35.8M
$10.5K ﹤0.01%
1,500
SUB icon
312
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$10.5K ﹤0.01%
+100
OKTA icon
313
Okta
OKTA
$14B
$10.5K ﹤0.01%
+100
UNP icon
314
Union Pacific
UNP
$142B
$10.3K ﹤0.01%
+42
DLTR icon
315
Dollar Tree
DLTR
$20.9B
$10.3K ﹤0.01%
+77
JMEE icon
316
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.28B
$9.95K ﹤0.01%
+170
LOW icon
317
Lowe's Companies
LOW
$132B
$9.93K ﹤0.01%
+39
MUB icon
318
iShares National Muni Bond ETF
MUB
$42.6B
$9.71K ﹤0.01%
+90
PANW icon
319
Palo Alto Networks
PANW
$127B
$9.66K ﹤0.01%
+68
CB icon
320
Chubb
CB
$127B
$9.33K ﹤0.01%
+36
MRNA icon
321
Moderna
MRNA
$21.2B
$9.27K ﹤0.01%
+87
NVR icon
322
NVR
NVR
$18.1B
$9.25K ﹤0.01%
+1
BMY icon
323
Bristol-Myers Squibb
BMY
$121B
$9.22K ﹤0.01%
+170
SITM icon
324
SiTime
SITM
$8.8B
$9.04K ﹤0.01%
+97
DHR icon
325
Danaher
DHR
$133B
$8.99K ﹤0.01%
+36