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
76
$290K 0.15%
3,000
77
$288K 0.14%
6,347
-33
78
$279K 0.14%
8,160
79
$274K 0.14%
+5,000
80
$266K 0.13%
4,164
+300
81
$265K 0.13%
+3,000
82
$262K 0.13%
1,000
83
$247K 0.12%
4,616
84
$243K 0.12%
3,411
85
$242K 0.12%
1,984
+4
86
$238K 0.12%
1,420
87
$234K 0.12%
1,375
88
$233K 0.12%
12,560
+7
89
$233K 0.12%
664
-63
90
$229K 0.11%
+8,000
91
$225K 0.11%
22,701
+6,397
92
$223K 0.11%
21,683
+1,919
93
$217K 0.11%
+1,117
94
$215K 0.11%
+3,600
95
$202K 0.1%
3,224
-88,158
96
$200K 0.1%
3,432
97
$185K 0.09%
20,913
98
$183K 0.09%
11,000
99
$156K 0.08%
10,000
100
$150K 0.08%
14,927
2 3
4
5 6