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
$54.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$5.99M
3
+$5.53M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$3.57M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.39%
2 Consumer Discretionary 4.26%
3 Healthcare 4.24%
4 Consumer Staples 4.08%
5 Financials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.39%
+3,119
52
$209K 0.38%
+4,023
53
$203K 0.37%
+1,298
54
$202K 0.37%
+1,129
55
$202K 0.37%
+1,415
56
$170K 0.31%
+10,156
57
$141K 0.26%
+12,251
58
$72.8K 0.13%
+11,000
1 2
3