UWM

USAdvisors Wealth Management Portfolio holdings

AUM $290M
1-Year Est. Return 11.66%
This Quarter Est. Return
1 Year Est. Return
+11.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.23M
3
+$7.95M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.68M
5
DBEM icon
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
+$2.35M

Top Sells

1
+$10.8M
2
+$9.68M
3
+$7.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.47M
5
META icon
Meta Platforms (Facebook)
META
+$1.74M

Sector Composition

1 Healthcare 2.11%
2 Industrials 2%
3 Financials 1.41%
4 Communication Services 0.82%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$675K 0.48%
3,635
-368
27
$655K 0.47%
+49,512
28
$644K 0.46%
3,823
29
$580K 0.42%
8,644
+5,682
30
$579K 0.41%
8,644
+209
31
$577K 0.41%
6,101
-657
32
$558K 0.4%
11,799
+3,568
33
$539K 0.39%
5,380
-9,160
34
$539K 0.39%
9,946
+3,175
35
$521K 0.37%
8,294
+2,646
36
$507K 0.36%
1,916
37
$497K 0.36%
7,700
-150
38
$478K 0.34%
4,414
+266
39
$468K 0.34%
6,700
40
$462K 0.33%
+24,702
41
$445K 0.32%
6,541
-131
42
$445K 0.32%
4,596
+1,419
43
$425K 0.3%
5,125
+50
44
$420K 0.3%
+36,198
45
$409K 0.29%
40,061
+951
46
$376K 0.27%
2,545
+16
47
$370K 0.27%
7,031
+538
48
$364K 0.26%
4,631
49
$300K 0.21%
3,890
+400
50
$295K 0.21%
4,957
-97
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3 4