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
51
$437K 0.22%
2,000
52
$421K 0.21%
+35,886
53
$420K 0.21%
3,404
+5
54
$413K 0.21%
1,600
55
$409K 0.21%
+29,799
56
$408K 0.2%
1,496
57
$397K 0.2%
19,500
58
$392K 0.2%
4,000
59
$387K 0.19%
20,386
+1,390
60
$367K 0.18%
1,000
61
$363K 0.18%
2,743
62
$351K 0.18%
2,000
-1,000
63
$345K 0.17%
940
-6
64
$336K 0.17%
1,440
-50
65
$329K 0.17%
3,583
66
$320K 0.16%
1,322
67
$320K 0.16%
969
68
$315K 0.16%
2,162
69
$314K 0.16%
4,315
+315
70
$312K 0.16%
541
-72
71
$308K 0.15%
3,542
72
$306K 0.15%
+547
73
$304K 0.15%
1,521
74
$302K 0.15%
+8,932
75
$295K 0.15%
11,535
-39,545
1 2
3
4 5