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
$287M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.32M
3
+$1.92M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.24M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$865K

Top Sells

1
+$4.81M
2
+$3.1M
3
+$2.53M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.38M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.39M

Sector Composition

1 Technology 1.96%
2 Industrials 1.47%
3 Consumer Staples 0.63%
4 Financials 0.62%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 1.11%
17,275
+4,350
27
$3.17M 1.11%
27,012
+16,328
28
$3.12M 1.09%
32,427
-5,259
29
$2.9M 1.01%
122,742
-9,271
30
$2.8M 0.98%
9,725
+1,369
31
$2.64M 0.92%
40,150
-21,199
32
$2.36M 0.82%
6,279
+577
33
$2.35M 0.82%
46,526
-3,313
34
$2.35M 0.82%
79,260
-9,958
35
$2.34M 0.82%
58,162
-1,563
36
$2.32M 0.81%
+37,812
37
$2.08M 0.73%
10,098
-201
38
$2.04M 0.71%
77,425
+25,509
39
$1.87M 0.65%
9,385
+53
40
$1.83M 0.64%
5,057
-59
41
$1.76M 0.61%
9,441
+1,131
42
$1.74M 0.61%
68,054
-27,446
43
$1.67M 0.58%
46,877
-2,032
44
$1.56M 0.54%
29,142
+4,927
45
$1.54M 0.54%
24,959
-2,754
46
$1.44M 0.5%
8,412
-306
47
$1.41M 0.49%
5,563
-199
48
$1.35M 0.47%
6,110
-154
49
$1.33M 0.47%
20,482
-1,670
50
$1.33M 0.46%
36,543
-15,216
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