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UWM

USAdvisors Wealth Management Portfolio holdings

AUM $301M
1-Year Est. Return 15.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$9.88M
2
+$8.23M
3
+$7.99M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.67M
5
DBEM icon
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
+$2.35M

Top Sells

1
+$10.8M
2
+$9.68M
3
+$7.86M
4
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.38M
5
META icon
Meta Platforms (Facebook)
META
+$1.74M

Sector Composition

1 Healthcare 2.11%
2 Industrials 2%
3 Financials 1.41%
4 Communication Services 0.82%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$289K 0.21%
12,573
52
$268K 0.19%
1,251
-349
53
$262K 0.19%
10,786
+116
54
$249K 0.18%
+6,435
55
$246K 0.18%
6,300
56
$241K 0.17%
2,987
57
$237K 0.17%
2,356
-107,343
58
$224K 0.16%
2,335
-763
59
$223K 0.16%
3,700
-1,880
60
$214K 0.15%
6,864
+5
61
$208K 0.15%
+8,477
62
$205K 0.15%
+2,359
63
$189K 0.14%
13,225
64
$152K 0.11%
6,669
+1,100
65
$141K 0.1%
52,307
+20,000
66
– –
-9,028
67
– –
-11,700
68
– –
-1,583
69
– –
-8,972
70
– –
-3,614
71
– –
-19,275
72
– –
-3,250
73
– –
-34,320
74
– –
-204,179
75
– –
-22,648
1 2
3
4