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
Main Sectors:
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% |
Trade Smarter, Not Harder
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- Up to 30 years financial history
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