UWM
Urban Wealth Management Portfolio holdings
AUM
$29.7M
This Quarter Return
+9.8%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.44%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$9.85M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$8.4M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$8.28M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$6.03M |
| 5 |
iShares Gold Trust
IAU
|
$5.99M |
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% |
