USWIA

UP Strategic Wealth Investment Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 24.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$541K
3 +$430K
4
NOW icon
ServiceNow
NOW
+$274K
5
AMAT icon
Applied Materials
AMAT
+$252K

Top Sells

1 +$330K
2 +$303K
3 +$273K
4
ISRG icon
Intuitive Surgical
ISRG
+$244K
5
SPGI icon
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
-473