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UWP
Uniting Wealth Partners Portfolio holdings
AUM
$492M
1-Year Est. Return
30.23%
This Fund
S&P 500
This Quarter
Est. Return
+6.89%
1 Year Est. Return
+30.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$207M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
99.28%
Top 10 Holdings %
Top 10 Hldgs %
70.95%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walmart Inc
WMT
|
+$88.3M |
| 2 |
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
|
+$9.15M |
| 3 |
NVIDIA
NVDA
|
+$7.12M |
| 4 |
Invesco Aerospace & Defense ETF
PPA
|
+$6.53M |
| 5 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$6.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 46.31% |
| 2 | Miscellaneous | 24.99% |
| 3 | Technology | 15.12% |
| 4 | Energy | 4.52% |
| 5 | Financials | 2.93% |
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Uniting Wealth Partners's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Uniting Wealth Partners, which disclosed 110 positions worth $207M. Its ten largest holdings account for 71% of the portfolio.
Its largest position is Walmart Inc: 1,017,751 shares worth $92M.
By sector, the portfolio is most concentrated in Consumer Staples at 46% of assets, followed by Miscellaneous and Technology.
- Uniting Wealth Partners's largest Q4 2024 buy was Walmart Inc: 1,017,751 shares worth $92M.
- Uniting Wealth Partners's ten largest holdings make up 71% of its $207M portfolio in Q4 2024.
- Uniting Wealth Partners disclosed 110 positions in Q4 2024, its first 13F filing on record.
Based on Uniting Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.