Illustrative data · fictional figures, not derived from any account · not an indication of any actual or expected result
UX Wealth PartnersSAMPLE DATA
UxWEALTHSample Advisor
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✦ Financial DNAIllustrative data

Multi-dimensional analysis — 6 strands, 24 markers, context-aware scoring

Strategies
ETFs & Funds
Securities
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Client Context
Popular SEC ASEC BSEC C SEC DSEC ESEC F
DNA score
61
SEC A SCORED
SAMPLE SECURITY ONE
RISK99FORWARD70COST100CONSISTENCY77INCOME43RETURN79
Risk99
Return79
Income43
Consistency77
Cost100
Forward70
As of 2026-08-26Universe: 403 · sector peers
DNA score
56
SEC B SCORED
SAMPLE SECURITY TWO
RISK99FORWARD46COST100CONSISTENCY79INCOME43RETURN71
Risk99
Return71
Income43
Consistency79
Cost100
Forward46
As of 2026-08-26Universe: 403 · sector peers

Indexed growth

1Y3Y 5Y10Y

Drawdown from Peak

What is the DNA Score?

A single composite rating from 0 to 100 capturing overall quality across six dimensions. Five score by percentile ranking against the peer universe rather than against absolute thresholds; the risk dimension instead reports the platform risk score persisted for the security.

Illustrative interface with sample data. Security identifiers, names, scores, universes and chart series are fictional and do not represent any actual security, index or analysis. Nothing shown is a recommendation, an offer, or an indication of any actual or expected result.