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UW

Unique Wealth Portfolio holdings

AUM $723M
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$682M
AUM Growth
+$62.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.26M
3
+$2.77M
4
JAVA icon
JPMorgan Active Value ETF
JAVA
+$2.68M
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$2.64M

Top Sells

1
+$5.99M
2
+$3.01M
3
+$2.3M
4
NVDA icon
NVIDIA
NVDA
+$1.21M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.15M

Sector Composition

1 Technology 6.33%
2 Communication Services 1.82%
3 Healthcare 1.81%
4 Financials 1.51%
5 Consumer Discretionary 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$423K 0.06%
+7,808
127
$404K 0.06%
6,046
-1,527
128
$400K 0.06%
2,194
+89
129
$386K 0.06%
897
+23
130
$377K 0.06%
12,376
131
$376K 0.06%
2,299
132
$376K 0.06%
1,261
+29
133
$362K 0.05%
1,465
+66
134
$362K 0.05%
2,499
+37
135
$360K 0.05%
1,743
136
$358K 0.05%
+3,173
137
$350K 0.05%
548
+6
138
$350K 0.05%
1,419
-8,802
139
$348K 0.05%
12,754
+4,794
140
$348K 0.05%
2,566
+630
141
$339K 0.05%
3,620
+55
142
$330K 0.05%
4,498
143
$327K 0.05%
+1,160
144
$326K 0.05%
2,123
+5
145
$321K 0.05%
6,320
-1,914
146
$317K 0.05%
+2,248
147
$309K 0.05%
1,249
+22
148
$297K 0.04%
1,421
149
$293K 0.04%
318
+3
150
$292K 0.04%
3,750
+68
4 5
6
7 8