UWM

Urban Wealth Management Portfolio holdings

AUM $29.7M
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 +$1.92M
2 +$1.55M
3 +$1.38M
4
DVA icon
DaVita
DVA
+$1.17M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.12M

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%