USWG
U.S. Wealth Group Portfolio holdings
AUM
$153M
1-Year Est. Return
22.88%
1 Year Est. Return
+22.88%
AUM
$153M
AUM Growth
+$24.8M
(+19%)
Holding
41
Top Buys
| 1 | +$3M | |
| 2 | +$2.89M | |
| 3 | +$2.81M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.77M |
| 5 |
UnitedHealth
UNH
|
+$1.28M |
Top Sells
| 1 | +$3.36M | |
| 2 | +$788K | |
| 3 | +$724K | |
| 4 |
Broadcom
AVGO
|
+$423K |
| 5 |
Goldman Sachs
GS
|
+$85.2K |
Sector Composition
| 1 | Technology | 19.68% |
| 2 | Communication Services | 11.77% |
| 3 | Financials | 8.51% |
| 4 | Healthcare | 6.95% |
| 5 | Industrials | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Visa
V
$628B
| $2.6M | 1.7% |
7,624
+170
|
|
||
27
Verizon
VZ
$168B
| $2.54M | 1.66% |
57,695
+2,965
|
|
||
28
McDonald's
MCD
$221B
| $2.48M | 1.62% |
8,158
+294
|
|
||
29
Costco
COST
$388B
| $2.44M | 1.59% |
2,635
+49
|
|
||
30
Amgen
AMGN
$170B
| $2.37M | 1.55% |
8,381
+549
|
|
||
31
Air Products & Chemicals
APD
$52.7B
| $2.36M | 1.54% |
8,649
+251
|
|
||
32
Adobe
ADBE
$144B
| $2.34M | 1.53% |
6,630
+179
|
|
||
33
Procter & Gamble
PG
$327B
| $2.26M | 1.47% |
14,685
+1,618
|
|
||
|
XYZ
34
Block Inc
XYZ
$38.5B
| $1.02M | 0.66% |
14,049
+447
|
|
||
35
Sunrun
RUN
$4.25B
| $892K | 0.58% |
51,579
+30,772
|
|
||
|
DELL
36
DELISTED
DELL INC
DELL
| $720K | 0.47% |
5,079
+31
|
|
||
37
Tesla
TSLA
$1.5T
| $388K | 0.25% |
872
|
|
||
38
Sportsman's Warehouse
SPWH
$62.3M
| $134K | 0.09% |
48,300
-3,500
|
|
||
39
Bankunited
BKU
$3.44B
| $124K | 0.08% |
3,243
|
|