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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
151
$291K 0.04%
6,952
+136
152
$285K 0.04%
836
+2
153
$280K 0.04%
887
+154
154
$279K 0.04%
+3,691
155
$279K 0.04%
1,928
-538
156
$276K 0.04%
3,598
-30
157
$276K 0.04%
18,366
158
$273K 0.04%
572
+12
159
$271K 0.04%
2,368
+30
160
$255K 0.04%
1,234
-17
161
$253K 0.04%
+860
162
$243K 0.04%
+2,719
163
$243K 0.04%
701
-155
164
$236K 0.03%
3,041
165
$236K 0.03%
1,605
-20
166
$234K 0.03%
+1,416
167
$234K 0.03%
1,940
-254
168
$232K 0.03%
2,591
169
$231K 0.03%
1,954
+56
170
$224K 0.03%
+2,060
171
$223K 0.03%
1,566
172
$221K 0.03%
+6,635
173
$215K 0.03%
7,237
174
$215K 0.03%
3,120
175
$209K 0.03%
3,552
-1,245
4 5 6
7
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