UWM

United Wealth Management Portfolio holdings

AUM $367M
1-Year Est. Return 9.12%
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$3.12M
3
+$2.75M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$2.59M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$1.9M

Top Sells

1
+$83.7K
2
+$70.4K

Sector Composition

1 Financials 0.09%
2 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 35.5%
3,435,982
+294,232
2
$30.9M 9.67%
591,219
+14,419
3
$26.6M 8.32%
956,922
+93,429
4
$23.5M 7.37%
709,926
+57,418
5
$22.7M 7.1%
805,333
+97,536
6
$20.8M 6.51%
350,070
+2,509
7
$18M 5.63%
336,505
+58,437
8
$11.4M 3.57%
479,767
+38,572
9
$8.99M 2.82%
213,747
+2,634
10
$8.9M 2.79%
305,796
+29,645
11
$8.66M 2.71%
321,353
+32,896
12
$6.89M 2.16%
260,530
+25,129
13
$4.74M 1.49%
99,714
+3,443
14
$4.04M 1.27%
149,525
+25,330
15
$3.97M 1.24%
157,607
+27,929
16
$2.73M 0.86%
104,239
-3,196
17
$1.83M 0.57%
51,107
+610
18
$524K 0.16%
15,030
+373
19
$284K 0.09%
2,448
20
$274K 0.09%
3,818
-980
21
$270K 0.08%
3,913