UWP
Uniting Wealth Partners Portfolio holdings
AUM
$424M
1-Year Est. Return
27.45%
1 Year Est. Return
+27.45%
AUM
$424M
AUM Growth
+$165M
(+64%)
Holding
203
Top Buys
| 1 | +$13.8M | |
| 2 | +$13.3M | |
| 3 | +$12.1M | |
| 4 |
Aptus Defined Risk ETF
DRSK
|
+$8.48M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$8.04M |
Top Sells
| 1 | +$14.5M | |
| 2 | +$9.94M | |
| 3 | +$3.85M | |
| 4 |
Invesco Variable Rate Investment Grade ETF
VRIG
|
+$2.77M |
| 5 |
Invesco Aerospace & Defense ETF
PPA
|
+$2.58M |
Sector Composition
| 1 | Consumer Staples | 21.61% |
| 2 | Technology | 11.55% |
| 3 | Financials | 2.82% |
| 4 | Energy | 2.67% |
| 5 | Industrials | 2.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
HES
201
DELISTED
Hess
HES
| – | – |
-8,000
|
|
||
202
Paycom
PAYC
$8.89B
| – | – |
-2,000
|
|
||
203
Invesco S&P SmallCap Momentum ETF
XSMO
$2.02B
| – | – |
-56,648
|
|