UWM

USAdvisors Wealth Management Portfolio holdings

AUM $269M
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$7.32M
3
+$4.97M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.83M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.42M

Top Sells

1
+$32.3M
2
+$7.92M
3
+$5.57M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$5.31M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.54M

Sector Composition

1 Industrials 1.42%
2 Technology 0.92%
3 Financials 0.6%
4 Materials 0.55%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.35%
10,713
+142
27
$3.14M 1.3%
74,814
-14,398
28
$2.98M 1.24%
6,274
-76
29
$2.86M 1.19%
84,176
-107,621
30
$2.76M 1.15%
103,816
-8,347
31
$2.6M 1.08%
+24,868
32
$2.57M 1.07%
+54,333
33
$2.54M 1.05%
14,980
+5,049
34
$2.47M 1.02%
9,503
-21,478
35
$2.39M 0.99%
57,718
+7,922
36
$2.38M 0.99%
47,410
-3,008
37
$2.12M 0.88%
92,102
-14,825
38
$2.12M 0.88%
86,846
-2,526
39
$1.91M 0.79%
9,999
-781
40
$1.85M 0.77%
14,591
+286
41
$1.69M 0.7%
+18,308
42
$1.68M 0.7%
50,377
-211
43
$1.66M 0.69%
6,872
+168
44
$1.66M 0.69%
30,857
-6,436
45
$1.64M 0.68%
+40,793
46
$1.58M 0.65%
7,150
+177
47
$1.53M 0.63%
36,030
+10,105
48
$1.37M 0.57%
6,404
-2,179
49
$1.33M 0.55%
46,648
+3,202
50
$1.32M 0.55%
6,654
+19
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