UWP
Uniting Wealth Partners Portfolio holdings
AUM
$259M
This Quarter Return
+6.89%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$207M
AUM Growth
–
Cap. Flow
+$207M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.95%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Walmart
WMT
|
$92M |
| 2 |
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
|
$8.84M |
| 3 |
NVIDIA
NVDA
|
$6.94M |
| 4 |
Invesco Aerospace & Defense ETF
PPA
|
$6.35M |
| 5 |
Microsoft
MSFT
|
$6.12M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 46.31% |
| 2 | Technology | 15.12% |
| 3 | Energy | 4.52% |
| 4 | Financials | 2.93% |
| 5 | Consumer Discretionary | 1.78% |
