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Stock index based on fund manager consensus updated each quarter
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UWM
USAdvisors Wealth Management’s
State Street SPDR S&P International Small Cap ETF
GWX
Stock Holding History
USAdvisors Wealth Management’s Portfolio
GWX Stock Details
GWX Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$255K
Sell
6,250
-307
-5%
-$13.4K
0.08%
117
2025
Q4
$267K
Buy
6,557
+64
+1%
+$2.57K
0.09%
111
2025
Q3
$260K
Sell
6,493
-495
-7%
-$19.2K
0.09%
107
2025
Q2
$259K
Sell
6,988
-7
-0.1%
-$240
0.1%
108
2025
Q1
$223K
Sell
6,995
-2,838
-29%
-$90.9K
0.08%
120
2024
Q4
$304K
Sell
9,833
-141
-1%
-$4.55K
0.1%
105
2024
Q3
$339K
Sell
9,974
-2,352
-19%
-$76.6K
0.12%
96
2024
Q2
$391K
Buy
12,326
+99
+0.8%
+$3.17K
0.14%
86
2024
Q1
$398K
Sell
12,227
-607
-5%
-$19K
0.15%
94
2023
Q4
$407K
Sell
12,834
-25,696
-67%
-$754K
0.17%
88
2023
Q3
$1.12M
Buy
38,530
+52
+0.1%
+$1.59K
0.5%
50
2023
Q2
$1.18M
Buy
38,478
+1,211
+3%
+$37.5K
0.56%
49
2023
Q1
$1.15M
Buy
37,267
+4,166
+13%
+$129K
0.55%
52
2022
Q4
$974K
Buy
33,101
+521
+2%
+$14.7K
0.47%
53
2022
Q3
$849K
Sell
32,580
-77
-0.2%
-$2.26K
0.43%
56
2022
Q2
$945K
Buy
32,657
+1,543
+5%
+$49.5K
0.47%
51
2022
Q1
$1.09M
Buy
31,114
+1,840
+6%
+$65.1K
0.47%
54
2021
Q4
$1.11M
Buy
29,274
+2,823
+11%
+$108K
0.45%
52
2021
Q3
$1.02M
Buy
26,451
+2,309
+10%
+$90.2K
0.44%
53
2021
Q2
$933K
Buy
24,142
+3,724
+18%
+$145K
0.51%
50
2021
Q1
$763K
Buy
20,418
+9,118
+81%
+$335K
0.37%
57
2020
Q4
$400K
Buy
+11,300
New
+$368K
0.19%
68
Other funds holding GWX
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
WSFS
Wilmington Savings Fund Society
Wilmington, Delaware
$4.2B AUM
18.37%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services
New York
$26B AUM
Cerity Partners
New York
$70.5B AUM
21.68%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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