Portfolio (Quarterly)
Guide ↗
Urban Wealth Management, LLC
· CIK 0001845521| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BBY | BEST BUY INC | Consumer Cyclical | 13,353 | $894K | 0.83% | SOLD |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | — | 5,862 | $283K | 0.26% | SOLD |
| 3 | PANW | PALO ALTO NETWORKS INC | Technology | 1,357 | $250K | 0.23% | SOLD |
| 4 | NFLX | NETFLIX INC | Communication Services | 2,583 | $242K | 0.23% | SOLD |
| 5 | CAH | CARDINAL HEALTH INC | Healthcare | 1,150 | $236K | 0.22% | SOLD |
| 6 | TEL | TE CONNECTIVITY PLC | Technology | 954 | $217K | 0.20% | SOLD |
| 7 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 2,930 | $209K | 0.20% | SOLD |
| 8 | — | CENCORA INC | — | 613 | $207K | 0.19% | SOLD |
Sector Allocation
Technology
44.9%
Communication Services
12.5%
Consumer Cyclical
10.6%
Financial Services
9.1%
Healthcare
8.4%
Industrials
5.2%
Consumer Defensive
4.4%
Energy
2.5%
Utilities
1.8%
Real Estate
0.6%