USWIA

UP Strategic Wealth Investment Advisors Portfolio holdings

AUM $128M
1-Year Est. Return 19.23%
This Quarter Est. Return
1 Year Est. Return
+19.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66M
AUM Growth
+$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$770K
3
+$478K
4
DFVX icon
Dimensional US Large Cap Vector ETF
DFVX
+$290K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$262K

Top Sells

1
+$350K
2
+$274K
3
+$273K
4
NKE icon
Nike
NKE
+$231K
5
MRK icon
Merck
MRK
+$205K

Sector Composition

1 Technology 12.95%
2 Consumer Staples 4.43%
3 Healthcare 4%
4 Consumer Discretionary 3.6%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$570K 0.86%
3,110
+160
27
$515K 0.78%
941
-53
28
$491K 0.74%
7,269
-98
29
$491K 0.74%
2,976
+25
30
$485K 0.74%
11,809
-120
31
$478K 0.72%
+7,276
32
$470K 0.71%
1,790
+89
33
$443K 0.67%
4,727
-363
34
$398K 0.6%
1,960
35
$392K 0.59%
2,375
+323
36
$386K 0.59%
3,934
+470
37
$383K 0.58%
15,409
38
$378K 0.57%
695
-26
39
$371K 0.56%
4,548
40
$353K 0.54%
1,387
+112
41
$345K 0.52%
4,408
-593
42
$335K 0.51%
14,054
43
$333K 0.5%
14,030
44
$332K 0.5%
10,712
+837
45
$321K 0.49%
1,873
+225
46
$315K 0.48%
5,113
+664
47
$296K 0.45%
6,950
+1,201
48
$253K 0.38%
1,300
49
$250K 0.38%
452
+29
50
$248K 0.38%
1,673
+290
1
2
3