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UWM

Urban Wealth Management Portfolio holdings

AUM $97.7M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.54M
3
+$1.48M
4
CCRV
iShares Commodity Curve Carry Strategy ETF
CCRV
+$1.46M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.18M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 16.2%
2 Healthcare 9.47%
3 Technology 8.34%
4 Financials 5.29%
5 Consumer Discretionary 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K 0.01%
+99
252
$4K 0.01%
+55
253
$4K 0.01%
+100
254
$4K 0.01%
+258
255
$4K 0.01%
+916
256
$4K 0.01%
+21
257
$4K 0.01%
+8
258
$4K 0.01%
+200
259
$4K 0.01%
+50
260
$4K 0.01%
+400
261
$4K 0.01%
+200
262
$4K 0.01%
+241
263
$4K 0.01%
+48
264
$4K 0.01%
+50
265
$4K 0.01%
+225
266
$4K 0.01%
+120
267
$4K 0.01%
+28
268
$4K 0.01%
+200
269
$4K 0.01%
+390
270
$3K 0.01%
+43
271
$3K 0.01%
+9
272
$3K 0.01%
+41
273
$3K 0.01%
+46
274
$3K 0.01%
+200
275
$3K 0.01%
+17
9 10
11
12 13