UWM

United Wealth Management Portfolio holdings

AUM $402M
1-Year Est. Return 15.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$802K
3
+$715K
4
DFAR icon
Dimensional US Real Estate ETF
DFAR
+$299K
5
DFGX icon
Dimensional International Core Fixed Income ETF
DFGX
+$287K

Top Sells

1
+$207K
2
+$32.4K
3
+$26.7K

Sector Composition

1 Industrials 0.1%
2 Financials 0.09%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$137M 37.16%
3,540,759
+31,752
2
$31.5M 8.56%
583,311
+5,371
3
$31.3M 8.52%
955,303
+4,514
4
$27.5M 7.49%
728,727
+7,269
5
$27.1M 7.38%
851,923
+8,555
6
$20.3M 5.53%
338,274
+1,073
7
$20M 5.43%
359,147
+13,036
8
$11.9M 3.22%
496,897
+12,702
9
$10.8M 2.94%
302,773
+63
10
$9.82M 2.67%
323,067
+2,381
11
$8.95M 2.43%
209,254
-630
12
$8.45M 2.3%
263,397
+1,712
13
$5.97M 1.63%
124,493
+16,868
14
$5M 1.36%
163,649
+1,604
15
$4.93M 1.34%
154,533
+1,635
16
$3.13M 0.85%
99,673
-1,068
17
$2.21M 0.6%
52,000
18
$610K 0.17%
14,898
19
$378K 0.1%
3,913
20
$337K 0.09%
2,448
21
$320K 0.09%
3,818
22
$239K 0.06%
356
+33
23
$222K 0.06%
5,411
24
– –
-416