AB
Alan Bewley Portfolio
Invests via United Wealth Management LLC | Managed by Alan Bewley, Daniel Lohmar
Invests via United Wealth Management LLC
Managed by Alan Bewley, Daniel Lohmar
Automatically Tracked
Venture-focused operator and investor with a track record of building and advising technology and financial-services companies. Alan Bewley brings experience in product strategy, capital formation and corporate development, and is active in early-stage investments and board advisory roles. Market-facing strengths include go-to-market scaling, SaaS monetization and cross-border partnerships, making him a frequent collaborator for growth-stage teams and private investors.
Venture-focused operator and investor with a track record of building and advising technology and financial-services companies. Alan Bewley brings experience in product strategy, capital formation and corporate development, and is active in early-stage investments and board advisory roles. Market-facing strengths include go-to-market scaling, SaaS monetization and cross-border partnerships, making him a frequent collaborator for growth-stage teams and private investors.
Investment Philosophy & Strategy
Operator-led, venture-first investor who prioritizes product-market fit and repeatable SaaS monetization when allocating capital. Prefers early to growth-stage opportunities where hands-on product and GTM support accelerate ARR and unit-economics improvement, with a focus on fintech and cross-border platforms. Uses milestone-driven deployment and staged follow-on reserves to manage risk, favoring capital-efficient scaling and native monetization over subsidy-led growth. Time horizon centers on 3–7 year value creation with active board involvement, strategic introductions for partnerships, and exit paths through strategic M&A or growth rounds.
Operator-led, venture-first investor who prioritizes product-market fit and repeatable SaaS monetization when allocating capital. Prefers early to growth-stage opportunities where hands-on product and GTM support accelerate ARR and unit-economics improvement, with a focus on fintech and cross-border platforms. Uses milestone-driven deployment and staged follow-on reserves to manage risk, favoring capital-efficient scaling and native monetization over subsidy-led growth. Time horizon centers on 3–7 year value creation with active board involvement, strategic introductions for partnerships, and exit paths through strategic M&A or growth rounds.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.07%
Gain
Monthly
0%
Yearly
0.04%
Drawdown
22.04%
$439.04M
Equity
Holdings
$439.04M
Investment
$358.12M
$81.13M
Profit -$1.92M
Realized
$207,553.09
Unrealized
$80.92M
Dividends
$10.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.92M
Win %
89%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$602,960.7
Win %
89%
This Month
Compared to last month
Gain
-0.16%
Profit
-$712,021.74
Win %
89%
This Year
Compared to last year
Gain
9.14%
Profit
$36.78M
Win %
89%
WFC Wells Fargo & Company
+1.32%
+$4,428.88 
DFAR Dimensional US Real Estate ETF
+1.03%
+$166,457.93 
VTV Vanguard Value ETF
+0.4%
+$2,258.08 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$42,046.76 
DFCF Dimensional Core Fixed Income ETF
+0.15%
+$14,662.44 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.07%
+$23,114.24 
DFGP Dimensional Global Core Fixed Income Fund
+0.05%
+$10,601.48 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$203,521.33 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.81%
-$122,439.58 
DFEV Dimensional Emerging Markets Value ETF
-1.47%
-$96,645.26 
UAL United Airlines Holdings, Inc.
-1.47%
-$4,216.96 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.2%
-$2,997.77 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.02%
-$33,728.83 
VT Vanguard Total World Stock ETF
-0.84%
-$2,816.73 
DFSU Dimensional US Sustainability Core 1 ETF
-0.8%
-$19,658.16 
IVV iShares Core S&P 500 ETF
-0.79%
-$1,931.54 
DISV Dimensional International Small Cap Equity Fund
-0.74%
-$94,984.62 
DUHP Dimensional US High Profitability ETF
-0.61%
-$197,695.12 
DFIC Dimensional International Core Equity Market ETF
-0.6%
-$220,400.55 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.57%
-$959,492.83 
DFSV Dimensional US Small Cap Value ETF
-0.46%
-$166,353.67 
DFSI Dimensional International Sustainability Core 1 ETF
-0.46%
-$3,108.84 
DIHP Dimensional International High Profitability Portfolio
-0.46%
-$52,952.5 
DFNM Dimensional National Municipal Bond ETF
-0.02%
-$1,332.69 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 119 | Longs Won 107/119 89% | Profit Factor 1,112.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.05M |
| Average Win $758,872.65 | Best Trade (Jul 14) $30.8M | Sharpe Ratio -30.06 |
| Average Loss -$6,082.14 | Worst Trade (Jul 14) -$35,866.02 | Z-Score 35.01 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $681,734.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
