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
$265M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.59M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.23M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.21M

Top Sells

1
+$3.14M
2
+$2.23M
3
+$1.38M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$671K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$510K

Sector Composition

1 Technology 1.51%
2 Industrials 1.25%
3 Financials 0.67%
4 Consumer Staples 0.58%
5 Materials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.44M 1.3%
18,410
+3,430
27
$3.17M 1.2%
88,409
+4,233
28
$3.1M 1.17%
35,408
-2,066
29
$3.07M 1.16%
72,925
-1,889
30
$3.05M 1.15%
26,764
+1,896
31
$2.81M 1.06%
100,520
-3,296
32
$2.78M 1.05%
5,776
+5,166
33
$2.76M 1.04%
59,004
+4,671
34
$2.69M 1.01%
9,350
-153
35
$2.62M 0.99%
102,980
+16,134
36
$2.44M 0.92%
24,516
-31,585
37
$2.43M 0.92%
5,766
+2,909
38
$2.4M 0.9%
47,495
+85
39
$2.22M 0.84%
37,987
+27,178
40
$2.1M 0.79%
88,340
-3,762
41
$2.01M 0.76%
47,855
+11,825
42
$1.97M 0.74%
9,695
-304
43
$1.91M 0.72%
52,331
+1,954
44
$1.88M 0.71%
14,268
-323
45
$1.8M 0.68%
19,559
+1,251
46
$1.75M 0.66%
6,729
-143
47
$1.74M 0.66%
43,562
+2,769
48
$1.71M 0.65%
29,570
-1,287
49
$1.7M 0.64%
6,974
-176
50
$1.45M 0.55%
47,897
+1,249
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