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UWMC · UWM Holdings Corp

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$1.59 -0.04 (-2.45%) At close · Aug 14
Market Cap
$2.42B
Shares
1.60B

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding UWMC

171 fund positions
Fund Balance Value % of Fund Open
Fidelity Dividend Growth Fund 12,462,600 $44,117,604 0.39%
VANGUARD TOTAL STOCK MARKET INDEX FUND 8,045,513 $29,124,757 0.00%
Fidelity Capital Appreciation Fund 7,871,400 $27,864,756 0.37%
VANGUARD SMALL-CAP INDEX FUND 5,794,015 $20,974,334 0.01%
Fidelity Growth and Income Portfolio 5,275,232 $18,674,321 0.13%
State Farm Growth Fund 3,325,419 $12,038,017 0.13%
VANGUARD SMALL-CAP GROWTH INDEX FUND 3,247,609 $11,756,345 0.03%
VANGUARD EXTENDED MARKET INDEX FUND 2,824,290 $10,223,930 0.01%
Invesco KBW High Dividend Yield Financial ETF 2,030,483 $6,213,278 1.46%
BlackRock Mid-Cap Value Fund 1,304,952 $4,619,530 0.44%
Fidelity Extended Market Index Fund 1,323,438 $4,049,720 0.01%
Virtus NFJ Small-Cap Value Fund 1,094,161 $3,960,863 1.63%
Schwab U.S. Small-Cap ETF 1,198,991 $3,668,912 0.02%
VIP Growth and Income Portfolio 984,800 $3,564,976 0.14%
WisdomTree U.S. SmallCap Dividend Fund 966,426 $3,498,462 0.18%
iShares Russell Mid-Cap ETF 921,871 $3,337,173 0.01%
Fidelity Mid Cap Index Fund 828,222 $2,931,906 0.01%
U.S. SMALL CAP PORTFOLIO 570,453 $2,019,404 0.01%
The Meet Kevin Power Pricing ETF 291,842 $1,759,807 5.15%
iShares Russell 1000 Value ETF 455,294 $1,648,164 0.00%
Fidelity Total Market Index Fund 483,186 $1,478,549 0.00%
Dimensional U.S. Small Cap ETF 355,238 $1,257,543 0.01%
iShares Core S&P Total U.S. Stock Market ETF 344,841 $1,248,324 0.00%
Fidelity Series Total Market Index Fund 385,764 $1,180,438 0.00%
VIP Dynamic Capital Appreciation Portfolio 310,300 $1,123,286 0.40%
VictoryShares US Small Cap High Div Volatility Wtd ETF 302,442 $1,094,840 0.43%
AB US High Dividend ETF 339,249 $1,038,102 0.54%
iShares Russell Mid-Cap Value ETF 285,987 $1,035,273 0.01%
VANGUARD FINANCIALS INDEX FUND 321,553 $983,952 0.01%
Easterly Snow Long/Short Opportunity Fund 309,700 $947,682 0.85%
Income Equity Fund 222,532 $805,566 0.29%
iShares Russell Mid-Cap Growth ETF 207,973 $752,862 0.00%
Schwab Total Stock Market Index Fund 183,441 $649,381 0.00%
WisdomTree U.S. High Dividend Fund 168,959 $611,632 0.04%
AQR Equity Market Neutral Fund 147,377 $533,505 0.02%
WisdomTree U.S. SmallCap Fund 146,528 $530,431 0.08%
Inspire 100 ETF 169,686 $519,239 0.11%
Invesco RAFI US 1500 Small-Mid ETF 146,133 $517,311 0.02%
VANGUARD BALANCED INDEX FUND 142,250 $514,945 0.00%
Fidelity ZERO Total Market Index Fund 135,601 $480,028 0.00%
iShares Russell 1000 Growth ETF 127,242 $460,616 0.00%
iShares Russell 1000 ETF 124,761 $451,635 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 121,713 $440,601 0.00%
iShares U.S. Financials ETF 123,173 $436,032 0.01%
Schwab U.S. Broad Market ETF 141,387 $432,644 0.00%
Invesco Russell 1000 Equal Weight ETF 128,625 $393,593 0.05%
VANGUARD RUSSELL 1000 VALUE INDEX FUND 124,679 $381,518 0.00%
College Retirement Equities Fund - Total Global Stock Account 94,543 $342,246 0.00%
iShares Russell 2500 ETF 92,509 $334,883 0.01%
Fidelity ZERO Extended Market Index Fund 89,381 $316,409 0.01%
Showing 1–50 of 171 positions
Key facts CIK 1783398 CUSIP 91823B109 13F (30d) 275 filings 271 filers Visit website Investor relations

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