UWP

Uniting Wealth Partners Portfolio holdings

AUM $326M
1-Year Est. Return 24.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$9.47M
3
+$5.12M
4
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$4.74M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$3.41M

Top Sells

1
+$4.42M
2
+$3.13M
3
+$2.49M
4
ACN icon
Accenture
ACN
+$1.37M
5
MSFT icon
Microsoft
MSFT
+$1.07M

Sector Composition

1 Consumer Staples 38.63%
2 Technology 12.63%
3 Energy 3.74%
4 Financials 3.43%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.14%
2,162
77
$346K 0.13%
3,000
78
$345K 0.13%
940
79
$334K 0.13%
540
-7
80
$329K 0.13%
3,583
81
$326K 0.13%
1,322
82
$319K 0.12%
1,440
83
$319K 0.12%
3,558
-1,001
84
$316K 0.12%
11,735
+200
85
$310K 0.12%
1,000
86
$298K 0.12%
+1,361
87
$288K 0.11%
6,647
+300
88
$281K 0.11%
+1,980
89
$273K 0.11%
770
+106
90
$269K 0.1%
4,616
91
$269K 0.1%
+2,000
92
$253K 0.1%
8,160
93
$240K 0.09%
3,411
94
$237K 0.09%
11,000
95
$234K 0.09%
1,987
+3
96
$233K 0.09%
4,164
97
$233K 0.09%
+6,000
98
$228K 0.09%
12,567
+7
99
$219K 0.08%
1,375
100
$218K 0.08%
22,720
+19
1 2 3
4
5