UBS U.S. Allocation Fund Class A (PWTAX) is a Allocation--50% to 70% Equity fund with $222.89 Million in assets. The fund allocates 28.87% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is State Street Institutional US Government Money Market Fund at 1.91% of total assets. This is followed by Apple, Inc. (3.57%) and Microsoft Corp. (4.53%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| State Street Institutional US Government Money Market Fund | 1.91% | - | - |
| Apple, Inc. | 3.57% | - | - |
| Microsoft Corp. | 4.53% | - | - |
| NVIDIA Corp. | 4.86% | - | - |
| Alphabet, Inc. | 2.32% | - | - |
| Amazon.com, Inc. | 3.21% | - | - |
| U.S. Treasury Bills | 1.71% | - | - |
| Invesco SP 500 Equal Weight ETF | 3.05% | - | - |
| Uniform Mortgage-Backed Security, TBA | 1.73% | - | - |
| Meta Platforms, Inc. | 1.98% | - | - |
| Berkshire Hathaway, Inc. | 1.70% | - | - |
| iShares Russell 1000 Value ETF | 5.16% | - | - |
| iShares Core SP Mid-Cap ETF | 1.63% | - | - |