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
$641K
AUM Growth
-$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.79K
2
+$315
3
+$285
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$222
5
GLD icon
SPDR Gold Trust
GLD
+$220

Top Sells

1
+$372K
2
+$278K
3
+$201K
4
T icon
AT&T
T
+$29.4K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$196

Sector Composition

1 Communication Services 69.07%
2 Industrials 0.93%
3 Technology 0.22%
4 Materials 0.2%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78K 0.28%
65,076
-9
27
$1.63K 0.25%
9,825
-312
28
$1.62K 0.25%
51,742
+1,264
29
$1.61K 0.25%
13,799
-214
30
$1.49K 0.23%
29,850
-276
31
$1.35K 0.21%
7,307
-168
32
$1.27K 0.2%
5,931
-16
33
$1.26K 0.2%
15,463
+1,262
34
$1.26K 0.2%
8,705
-253
35
$1.25K 0.2%
6,276
-2
36
$1.24K 0.19%
73,381
+37
37
$1.16K 0.18%
31,331
+787
38
$1.15K 0.18%
9,401
+1,821
39
$1.14K 0.18%
7,000
-205
40
$1.11K 0.17%
22,349
-486
41
$993 0.15%
4,721
-14
42
$960 0.15%
14,986
+63
43
$938 0.15%
11,848
-476
44
$734 0.11%
7,072
45
$728 0.11%
41,494
+840
46
$677 0.11%
6,262
+1,035
47
$663 0.1%
5,535
+9
48
$629 0.1%
4,000
-120
49
$564 0.09%
6,404
+903
50
$527 0.08%
2,478
+480
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