UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
+0.31%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$308M
AUM Growth
+$308M
(+7.7%)
Cap. Flow
+$41M
Cap. Flow
% of AUM
13.33%
Top 10 Holdings %
Top 10 Hldgs %
41.56%
Holding
145
New
16
Increased
62
Reduced
55
Closed
6
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$10.2M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$9.59M |
| 3 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$6.19M |
| 4 |
Columbia Research Enhanced Core ETF
RECS
|
$5.59M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$4.65M |
Top Sells
Sector Composition
| 1 | Technology | 1.79% |
| 2 | Industrials | 1.2% |
| 3 | Financials | 0.66% |
| 4 | Consumer Discretionary | 0.63% |
| 5 | Consumer Staples | 0.61% |
