UWP

Uniting Wealth Partners Portfolio holdings

AUM $424M
1-Year Est. Return 27.45%
This Quarter Est. Return
1 Year Est. Return
+27.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$424M
AUM Growth
+$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.3M
3
+$12.1M
4
DRSK icon
Aptus Defined Risk ETF
DRSK
+$8.48M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$8.04M

Top Sells

1
+$14.5M
2
+$9.94M
3
+$3.85M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$2.77M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$2.58M

Sector Composition

1 Consumer Staples 21.61%
2 Technology 11.55%
3 Financials 2.82%
4 Energy 2.67%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FPE icon
26
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$4.97M 1.17%
+272,427
SCHG icon
27
Schwab US Large-Cap Growth ETF
SCHG
$52B
$4.41M 1.04%
+138,161
HMOP icon
28
Hartford Municipal Opportunities ETF
HMOP
$635M
$4.26M 1.01%
+108,956
JUCY icon
29
Aptus Enhanced Yield ETF
JUCY
$230M
$3.37M 0.8%
151,344
+33,029
CHRW icon
30
C.H. Robinson
CHRW
$18.6B
$3.33M 0.78%
+25,000
AMZN icon
31
Amazon
AMZN
$2.38T
$3.24M 0.76%
14,749
+5,759
IAU icon
32
iShares Gold Trust
IAU
$67.3B
$3.05M 0.72%
41,903
+2,657
PLTR icon
33
Palantir
PLTR
$437B
$2.96M 0.7%
16,245
-1,726
FMB icon
34
First Trust Managed Municipal ETF
FMB
$1.93B
$2.73M 0.65%
+53,911
NOBL icon
35
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$2.69M 0.64%
26,137
+8,244
JHPI icon
36
John Hancock Preferred Income ETF
JHPI
$120M
$2.67M 0.63%
+115,213
VOO icon
37
Vanguard S&P 500 ETF
VOO
$820B
$2.57M 0.61%
+4,184
APLD icon
38
Applied Digital
APLD
$6.42B
$2.53M 0.6%
110,133
+14,533
BX icon
39
Blackstone
BX
$116B
$2.45M 0.58%
14,356
UPRO icon
40
ProShares UltraPro S&P 500
UPRO
$4.69B
$2.34M 0.55%
21,000
KO icon
41
Coca-Cola
KO
$305B
$2.34M 0.55%
35,022
+2,406
DJUL icon
42
FT Vest US Equity Deep Buffer ETF July
DJUL
$396M
$1.99M 0.47%
+42,684
DHDG
43
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$38.1M
$1.98M 0.47%
+59,994
IJR icon
44
iShares Core S&P Small-Cap ETF
IJR
$90.4B
$1.96M 0.46%
+16,493
NOW icon
45
ServiceNow
NOW
$159B
$1.94M 0.46%
2,105
+105
AVGO icon
46
Broadcom
AVGO
$1.6T
$1.79M 0.42%
5,413
+3,893
CVX icon
47
Chevron
CVX
$300B
$1.71M 0.4%
11,024
+5,160
META icon
48
Meta Platforms (Facebook)
META
$1.63T
$1.7M 0.4%
2,310
+1,769
TSLA icon
49
Tesla
TSLA
$1.58T
$1.66M 0.39%
3,735
+770
IBM icon
50
IBM
IBM
$289B
$1.65M 0.39%
5,853
+1,127
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