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
$89.3M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.16M
3
+$2.96M
4
AAPL icon
Apple
AAPL
+$1.32M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.08M

Top Sells

1
+$3.13M
2
+$478K
3
+$443K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$371K

Sector Composition

1 Technology 14.32%
2 Healthcare 4.96%
3 Consumer Discretionary 4.67%
4 Consumer Staples 4.05%
5 Communication Services 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$664K 0.74%
+2,538
27
$617K 0.69%
2,178
28
$582K 0.65%
2,115
+325
29
$564K 0.63%
3,317
+341
30
$563K 0.63%
3,368
+258
31
$548K 0.61%
+958
32
$543K 0.61%
941
33
$535K 0.6%
11,809
34
$528K 0.59%
7,269
35
$496K 0.55%
2,861
+486
36
$474K 0.53%
1,557
+170
37
$459K 0.51%
742
+290
38
$457K 0.51%
2,313
+440
39
$433K 0.48%
1,960
40
$426K 0.48%
3,934
41
$399K 0.45%
695
42
$387K 0.43%
15,409
43
$386K 0.43%
+4,603
44
$372K 0.42%
5,170
+1,797
45
$369K 0.41%
4,408
46
$346K 0.39%
5,113
47
$344K 0.39%
10,724
+12
48
$342K 0.38%
14,030
49
$342K 0.38%
14,054
50
$338K 0.38%
2,786
+629
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