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
76
$201K 0.23%
+212
77
$200K 0.22%
+7,668
78
$175K 0.2%
14,177
79
$27.8K 0.03%
11,000
80
– –
-7,276
81
– –
-4,727
82
– –
-4,548
1 2 3
4