Unique Wealth, LLC

CIK Number: 0001957124

436.83M
Market Value
108
# of Holdings
5 months
Avg. Holding Period
55.86%
Win Rate
32.03%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Ishares Tr
607.65
-0.48% 158.38K -5.80% 91.35M 405.4 20.91%
2 Schwab Strategi...
28.67
-0.73% 298.65K -10.73% 31.11M 35.2 7.12%
3
Spdr S&P 500 Et...
604.63
-0.47% 45.13K +26.63% 25.89M 469.7 5.93%
4 Pacer Fds Tr
59.31
-0.80% 425.36K -16.95% 24.60M 46.79 5.63%
5
Ishares Tr
98.28
-0.42% 221.67K +33.83% 22.45M 98.83 5.14%

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Up to 30 years financial history
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