UWP
Uniting Wealth Partners Portfolio holdings
AUM
$470M
1-Year Est. Return
30.3%
This Fund
S&P 500
1 Year Est. Return
+30.3%
AUM
$470M
AUM Growth
+$143M
(+44%)
Holding
214
Top Buys
| 1 | +$14.3M | |
| 2 | +$12.9M | |
| 3 | +$12.9M | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$12.8M |
| 5 |
Aptus Defined Risk ETF
DRSK
|
+$11.9M |
Top Sells
| 1 | +$6.55M | |
| 2 | +$5.54M | |
| 3 | +$5.4M | |
| 4 |
Walmart Inc
WMT
|
+$3.36M |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$2.45M |
Sector Composition
| 1 | Consumer Staples | 22.39% |
| 2 | Technology | 8.61% |
| 3 | Financials | 3.44% |
| 4 | Energy | 3.37% |
| 5 | Industrials | 2.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SLI
201
Standard Lithium
SLI
$980M
| $68.2K | 0.01% |
20,000
|
|
||
|
FTF
202
Franklin Limited Duration Income Trust
FTF
$238M
| $58.3K | 0.01% |
+10,000
|
|
||
203
US Energy Corp
USEG
$52.3M
| $39.8K | 0.01% |
45,000
|
|
||
204
Ocugen
OCGN
$467M
| $18.1K | ﹤0.01% |
10,000
|
|
||
205
Humacyte
HUMA
$289M
| $10.1K | ﹤0.01% |
16,609
|
|
||
206
Intuit
INTU
$90.7B
| – | – |
-309
|
|
||
207
iShares MSCI USA Momentum Factor ETF
MTUM
$27.6B
| – | – |
-26,181
|
|
||
|
CYBR
208
DELISTED
CyberArk
CYBR
| – | – |
-632
|
|
||
209
Qualcomm
QCOM
$265B
| – | – |
-1,481
|
|
||
210
TD Synnex
SNX
$21B
| – | – |
-1,518
|
|
||
211
UnitedHealth
UNH
$345B
| – | – |
-718
|
|
||
212
State Street SPDR S&P Metals & Mining ETF
XME
$5.25B
| – | – |
-53,454
|
|
||
213
Accenture
ACN
$115B
| – | – |
-4,585
|
|
||
214
Clean Harbors
CLH
$14.9B
| – | – |
-3,200
|
|