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
$122M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$5.75M
3
+$1.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.08M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$868K

Top Sells

1
+$5.13M
2
+$3.51M
3
+$2.71M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.11M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.04M

Sector Composition

1 Healthcare 1.02%
2 Financials 0.6%
3 Consumer Discretionary 0.4%
4 Materials 0.34%
5 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
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