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
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