UWM

United Wealth Management Portfolio holdings

AUM $387M
1-Year Est. Return 13.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.05M
3
+$514K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$385K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$374K

Top Sells

1
+$762K
2
+$701K
3
+$180K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$161K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$96.3K

Sector Composition

1 Industrials 0.09%
2 Financials 0.09%
3 Technology 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$126M 36.51%
3,509,007
+73,025
2
$30.8M 8.95%
577,940
-13,279
3
$29.6M 8.58%
950,789
-6,133
4
$25.7M 7.45%
721,458
+11,532
5
$24.8M 7.21%
843,368
+38,035
6
$20.2M 5.86%
337,201
-12,869
7
$18.9M 5.48%
346,111
+9,606
8
$11.4M 3.3%
484,195
+4,428
9
$9.96M 2.89%
302,710
-3,086
10
$9.46M 2.75%
320,686
-667
11
$8.87M 2.58%
209,884
-3,863
12
$7.77M 2.25%
261,685
+1,155
13
$5.1M 1.48%
107,625
+7,911
14
$4.59M 1.33%
152,898
+3,373
15
$4.54M 1.32%
162,045
+4,438
16
$2.96M 0.86%
100,741
-3,498
17
$2.04M 0.59%
52,000
+893
18
$587K 0.17%
14,898
-132
19
$315K 0.09%
2,448
20
$312K 0.09%
3,913
21
$306K 0.09%
3,818
22
$207K 0.06%
+416
23
$206K 0.06%
+5,411
24
$201K 0.06%
+323