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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
351
– –
0
352
$0 ﹤0.01%
+42
353
$0 ﹤0.01%
+17
354
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0
355
$0 ﹤0.01%
+1
356
$0 ﹤0.01%
+4
357
$0 ﹤0.01%
+3
358
$0 ﹤0.01%
+1
359
– –
0
360
– –
0
361
– –
0
362
– –
0
363
– –
0
364
$0 ﹤0.01%
+40
365
$0 ﹤0.01%
+9
366
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0
367
– –
0
368
– –
0
369
$0 ﹤0.01%
+20
370
$0 ﹤0.01%
+50
371
– –
0
372
$0 ﹤0.01%
+6
373
$0 ﹤0.01%
+39
374
– –
0
375
$0 ﹤0.01%
+12
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15
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