USWG

U.S. Wealth Group Portfolio holdings

AUM $153M
1-Year Est. Return 22.88%
This Quarter Est. Return
1 Year Est. Return
+22.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$237K
2
+$84.4K
3
+$26.4K

Top Sells

1
+$1.64M
2
+$712K
3
+$636K
4
AMZN icon
Amazon
AMZN
+$635K
5
AAPL icon
Apple
AAPL
+$317K

Sector Composition

1 Technology 13.86%
2 Financials 8.39%
3 Communication Services 8.06%
4 Healthcare 6.91%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.71%
5,898
-1,736
27
$2.15M 1.7%
12,598
-260
28
$2.13M 1.69%
10,082
-256
29
$2.06M 1.63%
3,929
-165
30
$2M 1.58%
78,902
-734
31
$1.88M 1.49%
4,201
-229
32
$1.58M 1.25%
4,118
-199
33
$503K 0.4%
5,523
+290
34
$415K 0.33%
7,630
35
$237K 0.19%
+1,022
36
$220K 0.17%
6,381
37
$84.4K 0.07%
+14,407
38
$51.5K 0.04%
51,800
39
– –
-7,534
40
– –
-573
1
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