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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
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$6.35M
3
+$4.8M
4
AMZN icon
Amazon
AMZN
+$4.54M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.43M

Top Sells

No sells this quarter

Sector Composition

1 Technology 29.04%
2 Communication Services 7.98%
3 Consumer Discretionary 6.79%
4 Healthcare 5.3%
5 Financials 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
C icon
26
Citigroup
C
$244B
$1.09M 1.02%
+9,381
NDAQ icon
27
Nasdaq
NDAQ
$50.5B
$1.07M 1%
+11,046
VXUS icon
28
Vanguard Total International Stock ETF
VXUS
$154B
$1.01M 0.94%
+13,361
TSLA icon
29
Tesla
TSLA
$1.52T
$931K 0.87%
+2,070
VOO icon
30
Vanguard S&P 500 ETF
VOO
$987B
$923K 0.86%
+1,472
BBY icon
31
Best Buy
BBY
$15.9B
$894K 0.83%
+13,353
IWF icon
32
iShares Russell 1000 Growth ETF
IWF
$127B
$871K 0.81%
+7,364
IAU icon
33
iShares Gold Trust
IAU
$67.3B
$857K 0.8%
+10,557
DVY icon
34
iShares Select Dividend ETF
DVY
$22.7B
$811K 0.75%
+5,743
QQQ icon
35
Invesco QQQ Trust
QQQ
$482B
$756K 0.7%
+1,230
QCOM icon
36
Qualcomm
QCOM
$226B
$723K 0.67%
+4,225
NOC icon
37
Northrop Grumman
NOC
$78.3B
$717K 0.67%
+1,257
IYW icon
38
iShares US Technology ETF
IYW
$24.6B
$713K 0.66%
+3,570
BND icon
39
Vanguard Total Bond Market
BND
$157B
$682K 0.63%
+9,209
IXUS icon
40
iShares Core MSCI Total International Stock ETF
IXUS
$58.3B
$651K 0.61%
+7,692
AVGO icon
41
Broadcom
AVGO
$1.79T
$624K 0.58%
+1,803
JPM icon
42
JPMorgan Chase
JPM
$887B
$575K 0.53%
+1,784
SOXX icon
43
iShares Semiconductor ETF
SOXX
$42.9B
$570K 0.53%
+1,894
RY icon
44
Royal Bank of Canada
RY
$280B
$563K 0.52%
+3,300
WFC icon
45
Wells Fargo
WFC
$260B
$529K 0.49%
+5,678
FINT
46
Frontier Asset Total International Equity ETF
FINT
$78.5M
$497K 0.46%
+15,739
IHF icon
47
iShares US Healthcare Providers ETF
IHF
$1.02B
$490K 0.46%
+10,220
FBND icon
48
Fidelity Total Bond ETF
FBND
$26.4B
$488K 0.45%
+10,595
VZ icon
49
Verizon
VZ
$195B
$483K 0.45%
+11,868
IXN icon
50
iShares Global Tech ETF
IXN
$9.2B
$460K 0.43%
+4,381
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