UW

UNIQUE WEALTH, LLC

13F
UNIQUE WEALTH, LLC
Last update 2024-10-03 119 Stocks (31 new)
Value $428.00 Mil Turnover 16 %
Countries:
Top Holdings: IVV(21.36%)SCHG(7.27%)SPY(6.05%)COWZ(5.75%)AGG(5.25%)
Portfolio Report
Summary Stock Picks Current Portfolio
UNIQUE WEALTH, LLC's Top Stock Picks View Full List
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UNIQUE WEALTH, LLC Total Holding History ($B)

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UNIQUE WEALTH, LLC's Asset Allocation

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UNIQUE WEALTH, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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UNIQUE WEALTH, LLC's Hypothetical Growth since 2024-09-30

UNIQUE WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

UNIQUE WEALTH, LLC's Holdings Heat Map

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UNIQUE WEALTH, LLC's Holdings Bubble Chart

UNIQUE WEALTH, LLC News

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