UAS
United Asset Strategies Portfolio holdings
AUM
$1.25B
1-Year Est. Return
23.87%
1 Year Est. Return
+23.87%
AUM
$1.25B
AUM Growth
+$75.7M
(+6.5%)
Holding
252
Top Buys
| 1 | +$8.62M | |
| 2 | +$5.71M | |
| 3 | +$4.61M | |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$3.17M |
| 5 |
Thermo Fisher Scientific
TMO
|
+$2.89M |
Top Sells
| 1 | +$12.5M | |
| 2 | +$12.1M | |
| 3 | +$4.29M | |
| 4 |
Williams Companies
WMB
|
+$3.29M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2M |
Sector Composition
| 1 | Technology | 25.46% |
| 2 | Financials | 10.78% |
| 3 | Communication Services | 8.75% |
| 4 | Healthcare | 8.04% |
| 5 | Industrials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
lululemon athletica
LULU
$22.2B
| – | – |
-2,722
|
|
||
252
Union Pacific
UNP
$140B
| – | – |
-873
|
|