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
76
$214K 0.21%
+4,873
77
$207K 0.21%
1,432
-506
78
$203K 0.2%
1,499
-275
79
$136K 0.14%
11,764
-2,413
80
– –
-5,544
81
– –
-7,668
82
– –
-6,086
83
– –
-6,950
84
– –
-15,409
85
– –
-14,054
86
– –
-14,030
87
– –
-3,341
88
– –
-2,467
1 2 3
4