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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
301
$2K 0.01%
+50
302
$2K 0.01%
+200
303
$1K ﹤0.01%
+12
304
$1K ﹤0.01%
+10
305
$1K ﹤0.01%
+22
306
$1K ﹤0.01%
+17
307
$1K ﹤0.01%
+19
308
$1K ﹤0.01%
+34
309
$1K ﹤0.01%
+27
310
$1K ﹤0.01%
+40
311
$1K ﹤0.01%
+128
312
$1K ﹤0.01%
+39
313
$1K ﹤0.01%
+77
314
$1K ﹤0.01%
+11
315
$1K ﹤0.01%
+14
316
$1K ﹤0.01%
+11
317
$1K ﹤0.01%
+21
318
$1K ﹤0.01%
+71
319
$1K ﹤0.01%
+4
320
$1K ﹤0.01%
+100
321
$1K ﹤0.01%
+10
322
$1K ﹤0.01%
+6
323
$1K ﹤0.01%
+67
324
$1K ﹤0.01%
+5
325
$1K ﹤0.01%
+13
11 12
13
14 15