UWM

Urban Wealth Management Portfolio holdings

AUM $29.7M
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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.55%
2 Consumer Staples 6.01%
3 Healthcare 5.27%
4 Communication Services 5%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$209K 0.17%
+3,225
102
$206K 0.17%
+1,878
103
$173K 0.14%
+2,000
104
$156K 0.13%
+10,338
105
$154K 0.13%
+11,960
106
$147K 0.12%
+2,739
107
$112K 0.09%
+14,208