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UAG
United Advisor Group Portfolio holdings
AUM
$807M
1-Year Est. Return
18.36%
This Fund
S&P 500
1 Year Est. Return
+18.36%
AUM
$807M
AUM Growth
+$28.3M
(+3.6%)
Holding
529
Top Buys
| 1 | +$4.71M | |
| 2 | +$2.41M | |
| 3 | +$1.81M | |
| 4 |
BlackRock Large Cap Core ETF
BLCR
|
+$1.68M |
| 5 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
+$1.63M |
Top Sells
| 1 | +$3.18M | |
| 2 | +$2.41M | |
| 3 | +$1.89M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.75M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.11M |
Sector Composition
| 1 | Technology | 13.17% |
| 2 | Financials | 5.61% |
| 3 | Communication Services | 3.62% |
| 4 | Consumer Discretionary | 3.6% |
| 5 | Energy | 2.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
| – | – |
-737
|
|
||
527
Western Digital
WDC
$178B
| – | – |
-1,628
|
|
||
|
ABTC
528
American Bitcoin Corp
ABTC
$907M
| – | – |
0
|
|
||
|
METU
529
Direxion Daily META Bull 2X ETF
METU
$533M
| – | – |
-8,980
|
|