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
$100M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$935K
3
+$845K
4
MSFT icon
Microsoft
MSFT
+$843K
5
AMZN icon
Amazon
AMZN
+$579K

Top Sells

1
+$544K
2
+$387K
3
+$342K
4
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$342K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$319K

Sector Composition

1 Technology 17.44%
2 Consumer Discretionary 5.69%
3 Healthcare 4.68%
4 Financials 4.63%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$800K 0.8%
16,569
27
$731K 0.73%
3,155
+1,403
28
$704K 0.7%
1,378
29
$626K 0.63%
3,286
-82
30
$605K 0.61%
3,610
+749
31
$571K 0.57%
11,809
32
$557K 0.56%
721
-197
33
$554K 0.55%
941
34
$532K 0.53%
1,836
+279
35
$507K 0.51%
1,750
-428
36
$507K 0.51%
2,851
+538
37
$497K 0.5%
1,096
+595
38
$481K 0.48%
7,269
39
$462K 0.46%
3,041
-276
40
$447K 0.45%
4,844
+241
41
$445K 0.44%
855
+113
42
$433K 0.43%
1,960
43
$420K 0.42%
6,741
+1,571
44
$407K 0.41%
695
45
$406K 0.41%
+8,950
46
$400K 0.4%
449
+160
47
$378K 0.38%
3,424
+320
48
$345K 0.35%
2,382
+925
49
$335K 0.33%
3,155
-779
50
$333K 0.33%
4,408
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