UWM
Urban Wealth Management Portfolio holdings
AUM
$97.7M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$97.7M
AUM Growth
-$9.88M
(-9.2%)
Holding
101
Top Buys
| 1 | +$2.44M | |
| 2 | +$945K | |
| 3 | +$517K | |
| 4 |
Apple
AAPL
|
+$408K |
| 5 |
Boeing
BA
|
+$347K |
Top Sells
| 1 | +$1.63M | |
| 2 | +$1.26M | |
| 3 | +$1.19M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$910K |
| 5 |
Best Buy
BBY
|
+$894K |
Sector Composition
| 1 | Technology | 28.31% |
| 2 | Communication Services | 7.81% |
| 3 | Consumer Discretionary | 6.61% |
| 4 | Healthcare | 5.27% |
| 5 | Financials | 4.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Best Buy
BBY
$12.6B
| – | – |
-13,353
|
|