UWM

United Wealth Management Portfolio holdings

AUM $319M
AUM
$319M
AUM Growth
+$22.6M
Cap. Flow
+$25.9M
Cap. Flow %
8.1%
Top 10 Hldgs %
89.28%
Holding
21
New
–
Increased
17
Reduced
2
Closed
–

Top Buys

1
$9.71M
2
$3.12M
3
$2.75M
4
$2.59M
5
$1.9M

Top Sells

1
$83.7K
2
$70.4K

Sector Composition

1Financials0.09%
2Industrials0.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$113M35.5%3,435,982
+294,232
+9%
+$9.71M
$30.9M9.67%591,219
+14,419
+3%
+$753K
$26.6M8.32%956,922
+93,429
+11%
+$2.59M
$23.5M7.37%709,926
+57,418
+9%
+$1.9M
$22.7M7.1%805,333
+97,536
+14%
+$2.75M
$20.8M6.51%350,070
+2,509
+0.7%
+$149K
$18M5.63%336,505
+58,437
+21%
+$3.12M
$11.4M3.57%479,767
+38,572
+9%
+$917K
$8.99M2.82%213,747
+2,634
+1%
+$111K
$8.9M2.79%305,796
+29,645
+11%
+$863K
$8.66M2.71%321,353
+32,896
+11%
+$886K
$6.89M2.16%260,530
+25,129
+11%
+$665K
$4.74M1.49%99,714
+3,443
+4%
+$164K
$4.04M1.27%149,525
+25,330
+20%
+$685K
$3.97M1.24%157,607
+27,929
+22%
+$704K
$2.73M0.86%104,239
-3,196
-3%
-$83.7K
$1.83M0.57%51,107
+610
+1%
+$21.8K
$524K0.16%15,030
+373
+3%
+$13K
$284K0.09%2,448 ––
$274K0.09%3,818
-980
-20%
-$70.4K
$270K0.08%3,913 ––