UWM

United Wealth Management Portfolio holdings

AUM $344M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$30.2M
3
+$22.3M
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$22M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$21.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 0.13%
2 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 36.62%
+3,141,750
2
$30.2M 10.17%
+576,800
3
$22.3M 7.52%
+863,493
4
$22M 7.43%
+652,508
5
$21.8M 7.34%
+707,797
6
$20.2M 6.79%
+347,561
7
$14.7M 4.95%
+278,068
8
$10.3M 3.46%
+441,195
9
$8.71M 2.94%
+211,113
10
$7.34M 2.47%
+276,151
11
$7.28M 2.45%
+288,457
12
$6.17M 2.08%
+235,401
13
$4.6M 1.55%
+96,271
14
$3.26M 1.1%
+124,195
15
$3.21M 1.08%
+129,678
16
$2.67M 0.9%
+107,435
17
$1.91M 0.64%
+50,497
18
$481K 0.16%
+14,657
19
$380K 0.13%
+3,913
20
$337K 0.11%
+4,798
21
$288K 0.1%
+2,448