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
$200M
AUM Growth
-$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$3.13M
3
+$3.1M
4
ADME icon
Aptus Behavioral Momentum ETF
ADME
+$3.08M
5
IAU icon
iShares Gold Trust
IAU
+$1.4M

Top Sells

1
+$5.74M
2
+$5.53M
3
+$1.73M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.42M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.4M

Sector Composition

1 Consumer Staples 46.43%
2 Technology 12.84%
3 Energy 5.37%
4 Financials 4.04%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.59%
2,132
27
$985K 0.49%
6,203
+201
28
$960K 0.48%
+8,300
29
$918K 0.46%
6,606
30
$913K 0.46%
5,459
-1
31
$786K 0.39%
70,195
+56,566
32
$771K 0.39%
3,145
+88
33
$736K 0.37%
10,384
-450
34
$687K 0.34%
+68,872
35
$655K 0.33%
25,844
-1,495
36
$650K 0.33%
3,300
-950
37
$617K 0.31%
1,750
+100
38
$615K 0.31%
10,509
+6,699
39
$613K 0.31%
3,925
40
$590K 0.3%
20,846
-170
41
$580K 0.29%
14,223
+4
42
$569K 0.29%
11,537
+1,387
43
$562K 0.28%
2,167
+905
44
$519K 0.26%
1,933
+46
45
$514K 0.26%
3,010
46
$479K 0.24%
4,559
+3
47
$477K 0.24%
7,942
-232
48
$453K 0.23%
673
49
$452K 0.23%
27,910
-696
50
$443K 0.22%
+6,000
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