UAS

United Asset Strategies Portfolio holdings

AUM $1.25B
1-Year Est. Return 23.87%
This Quarter Est. Return
1 Year Est. Return
+23.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$6.01M
3
+$5.63M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.32M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.2M

Top Sells

1
+$7.2M
2
+$6.88M
3
+$6.47M
4
NVDA icon
NVIDIA
NVDA
+$6.37M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$5.78M

Sector Composition

1 Technology 12.55%
2 Healthcare 8.47%
3 Communication Services 7.15%
4 Industrials 6.44%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.5%
16,823
-21
52
$2.02M 0.5%
42,544
-348
53
$1.98M 0.49%
+62,283
54
$1.93M 0.48%
40,561
+272
55
$1.9M 0.47%
61,367
-2,016
56
$1.89M 0.47%
11,444
+8,113
57
$1.88M 0.47%
+142,741
58
$1.81M 0.45%
46,069
+1,553
59
$1.79M 0.45%
5,294
-69
60
$1.74M 0.43%
26,231
+776
61
$1.72M 0.43%
83,847
+16,935
62
$1.67M 0.41%
48,829
-44,130
63
$1.66M 0.41%
37,417
-1,111
64
$1.64M 0.41%
47,767
+2,238
65
$1.55M 0.38%
26,077
-7,902
66
$1.5M 0.37%
30,184
-4,671
67
$1.47M 0.36%
17,861
-52,249
68
$1.34M 0.33%
47,936
-2,058
69
$1.3M 0.32%
72,845
+1,100
70
$1.28M 0.32%
23,874
-79,069
71
$1.28M 0.32%
+91,131
72
$1.27M 0.32%
+17,037
73
$1.25M 0.31%
13,421
-122
74
$1.18M 0.29%
43,867
+3,150
75
$1.15M 0.29%
10,837
-621
1 2
3
4 5