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
$210M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$900K
2
+$878K
3
+$738K
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$437K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$424K

Top Sells

1
+$1.75M
2
+$1.18M
3
+$1.15M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$964K
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$800K

Sector Composition

1 Industrials 1.8%
2 Technology 0.72%
3 Materials 0.58%
4 Consumer Staples 0.52%
5 Healthcare 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.29%
115,577
-5,597
27
$2.68M 1.28%
23,282
+739
28
$2.57M 1.22%
14,413
+478
29
$2.55M 1.21%
6,218
-9
30
$2.42M 1.15%
108,621
-3,836
31
$2.41M 1.15%
12,645
+422
32
$2.29M 1.09%
48,661
+2,607
33
$2.23M 1.06%
12,193
-774
34
$1.68M 0.8%
38,390
+5,005
35
$1.57M 0.75%
23,212
+534
36
$1.51M 0.72%
7,145
+335
37
$1.46M 0.69%
7,673
-222
38
$1.44M 0.69%
5,895
+111
39
$1.39M 0.66%
31,563
-3,808
40
$1.38M 0.66%
18,745
+92
41
$1.37M 0.65%
6,337
+172
42
$1.36M 0.65%
35,983
-3,456
43
$1.35M 0.64%
58,431
+13,398
44
$1.34M 0.64%
8,891
+263
45
$1.3M 0.62%
25,919
-115
46
$1.27M 0.6%
44,000
+4,469
47
$1.26M 0.6%
23,404
+644
48
$1.25M 0.59%
12,515
-850
49
$1.22M 0.58%
8,534
+575
50
$1.17M 0.55%
37,740
-504
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