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UWM

USAdvisors Wealth Management Portfolio holdings

AUM $301M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.32M
3
+$4.75M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.78M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.68M

Top Sells

1
+$4.5M
2
+$1.83M
3
+$1.69M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.19M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$1.13M

Sector Composition

1 Industrials 2.87%
2 Technology 1.23%
3 Communication Services 0.67%
4 Materials 0.54%
5 Healthcare 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.18%
113,531
-11,854
27
$2.52M 1.08%
96,814
+88,988
28
$2.17M 0.92%
4,798
+176
29
$1.96M 0.84%
17,856
+2,942
30
$1.83M 0.78%
8,905
-1,381
31
$1.81M 0.77%
+47,402
32
$1.66M 0.71%
27,153
+5,217
33
$1.64M 0.7%
34,820
+1,117
34
$1.62M 0.69%
38,552
+1,360
35
$1.62M 0.69%
32,531
+15,994
36
$1.6M 0.68%
+73,597
37
$1.54M 0.66%
5,011
-195
38
$1.46M 0.62%
13,214
+1,278
39
$1.4M 0.6%
+37,568
40
$1.38M 0.59%
+78,465
41
$1.36M 0.58%
17,142
-11,110
42
$1.36M 0.58%
35,867
+13,665
43
$1.3M 0.55%
18,688
+1,588
44
$1.28M 0.54%
16,896
+1,078
45
$1.27M 0.54%
9,443
-262
46
$1.26M 0.54%
23,676
+565
47
$1.23M 0.52%
6,309
+645
48
$1.22M 0.52%
4,922
-2,060
49
$1.21M 0.52%
+31,615
50
$1.2M 0.51%
26,648
+8,026
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