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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
326
$1K ﹤0.01%
+17
327
$1K ﹤0.01%
+100
328
$1K ﹤0.01%
+49
329
$1K ﹤0.01%
+26
330
$1K ﹤0.01%
+11
331
$1K ﹤0.01%
+20
332
$1K ﹤0.01%
+8
333
$1K ﹤0.01%
+150
334
$1K ﹤0.01%
+19
335
$1K ﹤0.01%
+4
336
$1K ﹤0.01%
+10
337
$1K ﹤0.01%
+31
338
$1K ﹤0.01%
+25
339
$1K ﹤0.01%
+2,939
340
$1K ﹤0.01%
+6
341
$1K ﹤0.01%
+18
342
$1K ﹤0.01%
+69
343
$1K ﹤0.01%
+10
344
$0 ﹤0.01%
+10
345
$0 ﹤0.01%
+30
346
– –
0
347
– –
0
348
$0 ﹤0.01%
+8
349
$0 ﹤0.01%
+11
350
$0 ﹤0.01%
+17
12 13
14
15 16