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
51
$327K 0.37%
+1,452
52
$323K 0.36%
1,564
+264
53
$319K 0.36%
6,950
54
$314K 0.35%
1,938
+406
55
$302K 0.34%
+1,752
56
$298K 0.33%
+3,104
57
$289K 0.32%
+2,467
58
$289K 0.32%
13,140
+1,713
59
$282K 0.32%
+3,341
60
$276K 0.31%
1,774
+101
61
$263K 0.29%
6,086
-72,446
62
$258K 0.29%
+731
63
$257K 0.29%
+2,166
64
$255K 0.29%
1,228
+99
65
$254K 0.28%
1,029
+118
66
$238K 0.27%
+2,094
67
$234K 0.26%
3,605
+406
68
$233K 0.26%
4,023
69
$232K 0.26%
+5,544
70
$231K 0.26%
+501
71
$229K 0.26%
+1,346
72
$225K 0.25%
+2,548
73
$223K 0.25%
+1,037
74
$215K 0.24%
+1,457
75
$205K 0.23%
+289
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