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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
201
$10K 0.03%
+414
202
$10K 0.03%
+100
203
$10K 0.03%
+98
204
$10K 0.03%
+1,866
205
$9K 0.03%
+282
206
$9K 0.03%
+178
207
$9K 0.03%
+400
208
$9K 0.03%
+400
209
$9K 0.03%
+133
210
$9K 0.03%
+86
211
$9K 0.03%
+39
212
$9K 0.03%
+1,253
213
$9K 0.03%
+350
214
$9K 0.03%
+575
215
$8K 0.03%
+42
216
$8K 0.03%
+374
217
$8K 0.03%
+75
218
$8K 0.03%
+759
219
$8K 0.03%
+65
220
$7K 0.02%
+125
221
$7K 0.02%
+181
222
$7K 0.02%
+39
223
$7K 0.02%
+263
224
$7K 0.02%
+250
225
$7K 0.02%
+200
7 8
9
10 11