USWIA
UP Strategic Wealth Investment Advisors Portfolio holdings
AUM
$133M
1-Year Est. Return
22.17%
1 Year Est. Return
+22.17%
AUM
$128M
AUM Growth
+$15.8M
(+14%)
Holding
101
Top Buys
| 1 | +$1.96M | |
| 2 | +$620K | |
| 3 | +$435K | |
| 4 |
ServiceNow
NOW
|
+$298K |
| 5 |
Applied Materials
AMAT
|
+$291K |
Top Sells
| 1 | +$330K | |
| 2 | +$303K | |
| 3 | +$303K | |
| 4 |
Intuitive Surgical
ISRG
|
+$244K |
| 5 |
S&P Global
SPGI
|
+$240K |
Sector Composition
| 1 | Technology | 16.83% |
| 2 | Financials | 4.9% |
| 3 | Consumer Discretionary | 4.74% |
| 4 | Communication Services | 4.65% |
| 5 | Healthcare | 3.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
S&P Global
SPGI
$151B
| – | – |
-473
|
|