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
$284M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.15M
3
+$5.25M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$1.85M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$611K

Top Sells

1
+$4.67M
2
+$2.34M
3
+$2.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.85M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.62M

Sector Composition

1 Technology 1.51%
2 Industrials 1.06%
3 Financials 0.58%
4 Materials 0.49%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 1.31%
40,578
+2,971
27
$3.42M 1.2%
81,838
+8,913
28
$3.3M 1.16%
29,949
+3,185
29
$3.03M 1.06%
29,619
-5,789
30
$2.95M 1.04%
63,686
+4,682
31
$2.78M 0.98%
96,202
-4,318
32
$2.61M 0.92%
102,711
-269
33
$2.5M 0.88%
5,598
-168
34
$2.45M 0.86%
48,549
+1,054
35
$2.38M 0.84%
23,967
-549
36
$2.37M 0.83%
10,485
-20,664
37
$2.29M 0.81%
65,300
-23,109
38
$2.25M 0.79%
40,884
+2,897
39
$2.13M 0.75%
51,267
+3,412
40
$1.96M 0.69%
6,253
-3,097
41
$1.96M 0.69%
9,126
-569
42
$1.94M 0.68%
5,315
-5,079
43
$1.89M 0.67%
50,437
-1,894
44
$1.85M 0.65%
+52,381
45
$1.81M 0.64%
19,907
+348
46
$1.76M 0.62%
44,322
+760
47
$1.61M 0.57%
27,885
-1,685
48
$1.51M 0.53%
8,857
+73
49
$1.41M 0.49%
5,910
-246
50
$1.4M 0.49%
22,300
+530
1
2
3 4 5