Ultr Utilt Pro
UPW----
Portfolio
Oct 1, 2026- Stock51.86%
- Cash33.00%
- Other15.15%
Morningstar style box
Oct 1, 2026Current style: Mid Value
Large
Mid
Small
13%
0%
0%
57%
21%
7%
2%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Oct 1, 2026Top 10 Holdings Weight: 61.0%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Cte Proshares Trust M | 15.15% | — | — | — | — | — | — |
2 Utilities Select Sector Index Swap | 9.14% | — | — | — | — | — | — |
| 9.00% | Equity | Utilities | Large Value | — | — | — | |
| 5.43% | Equity | Utilities | Large Value | — | — | — | |
| 5.01% | Equity | Utilities | Large Value | — | — | — | |
| 4.82% | Equity | Utilities | Large Blend | — | — | — | |
| 3.69% | Equity | Utilities | Large Value | — | — | — | |
| 3.02% | Equity | Utilities | Large Value | — | — | — | |
| 2.88% | Equity | Utilities | Large Value | — | — | — | |
10 Utilities Select Sector Index Swap | 2.88% | — | — | — | — | — | — |
