UW
Unique Wealth Portfolio holdings
AUM
$619M
This Quarter Return
+6.9%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
78.77%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.08% |
| 2 | Healthcare | 1.77% |
| 3 | Consumer Discretionary | 1.31% |
| 4 | Consumer Staples | 0.73% |
| 5 | Financials | 0.69% |
