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
51
$321K 0.32%
14,106
+966
52
$316K 0.32%
1,896
+550
53
$316K 0.32%
3,173
+1,079
54
$302K 0.3%
99,888
+88,888
55
$301K 0.3%
855
+124
56
$300K 0.3%
1,314
+285
57
$295K 0.3%
1,315
-137
58
$289K 0.29%
+4,889
59
$286K 0.29%
1,418
+190
60
$278K 0.28%
3,760
+155
61
$276K 0.28%
2,002
-164
62
$268K 0.27%
+2,368
63
$259K 0.26%
2,242
-544
64
$253K 0.25%
1,350
-214
65
$253K 0.25%
8,052
-2,672
66
$245K 0.25%
239
+27
67
$237K 0.24%
+653
68
$235K 0.24%
+222
69
$233K 0.23%
3,084
+536
70
$227K 0.23%
4,023
71
$224K 0.22%
+754
72
$224K 0.22%
+1,455
73
$220K 0.22%
975
-62
74
$220K 0.22%
+421
75
$217K 0.22%
3,569
-1,544
1 2
3
4