USWIA
UP Strategic Wealth Investment Advisors Portfolio holdings
AUM
$159M
1-Year Est. Return
24.31%
This Fund
S&P 500
1 Year Est. Return
+24.31%
AUM
$159M
AUM Growth
+$21.1M
(+15%)
Holding
101
Top Buys
| 1 | +$2.87M | |
| 2 | +$2.28M | |
| 3 | +$1.21M | |
| 4 |
NVIDIA
NVDA
|
+$1.11M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$815K |
Top Sells
| 1 | +$409K | |
| 2 | +$275K | |
| 3 | +$245K | |
| 4 |
Lockheed Martin
LMT
|
+$219K |
| 5 |
Lowe's Companies
LOW
|
+$212K |
Sector Composition
| 1 | Technology | 17.67% |
| 2 | Communication Services | 5.13% |
| 3 | Financials | 4.4% |
| 4 | Consumer Discretionary | 3.74% |
| 5 | Healthcare | 3.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
PNC Financial Services
PNC
$91.7B
| – | – |
-828
|
|