UW

Urban Wealth Management, LLC

13F
Urban Wealth Management, LLC
Last update 2022-07-22 382 Stocks (354 new)
Value $30.00 Mil Turnover 79 %
Countries:
Top Holdings: GOOGL(6.48%)VZ(5.22%)CCRV(4.66%)DVA(3.92%)IEMG(3.78%)
Summary Stock Picks Current Portfolio
Urban Wealth Management, LLC Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOGL
Alphabet Inc
17,660
1,924.0
+93.64%
6.480
+3.13%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
VZ
Verizon Communications Inc
30,543
1,550.0
+37.75%
5.220
+1.43%
0.000
-5.77%
+7.31%
172,191.9
Telecommunication Services
CCRV
iShares Commodity Curve Carry Strategy ETF
iShares Commodity Curve Carry Strategy ETF
49,386
1,383.0
New Holding
4.660
+4.66%
3.530
+3.44%
+0.70%
40.3
 
DVA
DaVita Inc
14,576
1,165.0
New Holding
3.920
+3.92%
0.020
+0.81%
-5.61%
10,668.4
Healthcare Providers & Services
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
22,882
1,123.0
-1.97%
3.780
-0.03%
0.000
+18.91%
+18.34%
99,158.0
 
IEFA
iShares Core MSCI EAFE ETF
18,139
1,067.0
+15.13%
3.590
+0.47%
0.000
+11.52%
+19.59%
141,328.0
 
IFRA
iShares U.S. Infrastructure ETF
29,466
1,003.0
New Holding
3.380
+3.38%
0.060
+15.13%
+10.35%
2,727.0
 
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
27,736
917.0
New Holding
3.090
+3.09%
0.020
-1.11%
+0.41%
11,073.4
 
TSLA
Tesla Inc
3,453
775.0
New Holding
2.610
+2.61%
0.000
+36.57%
-18.37%
1,061,788.2
Vehicles & Parts
GOOG
Alphabet Inc
6,260
685.0
New Holding
2.310
+2.31%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media

Urban Wealth Management, LLC's Historical Top Holdings Breakdowns

Urban Wealth Management, LLC Total Holding History ($B)

To

Urban Wealth Management, LLC's Asset Allocation

To

Urban Wealth Management, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Urban Wealth Management, LLC's Hypothetical Growth since 2022-06-30

Urban Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Urban Wealth Management, LLC's Holdings Heat Map

Size field:

Urban Wealth Management, LLC's Holdings Bubble Chart

Urban Wealth Management, LLC News

  • 1

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