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
$150M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$6.4M
2 +$5.28M
3 +$4.92M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.37M
5
MSFT icon
Microsoft
MSFT
+$3.64M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.65%
2 Consumer Discretionary 13.42%
3 Financials 9.53%
4 Healthcare 9.11%
5 Communication Services 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$286K 0.19%
+6,264
127
$284K 0.19%
+7,817
128
$241K 0.16%
+1,808
129
$227K 0.15%
+2,797
130
$222K 0.15%
+4,601
131
$66.1K 0.04%
+27,661
132
$10.8K 0.01%
+1,500
133
$5.2K ﹤0.01%
+334