UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
1-Year Return
11.31%
This Quarter Return
+0.49%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+82,919%)
Cap. Flow
+$44M
Cap. Flow
% of AUM
22.7%
Top 10 Holdings %
Top 10 Hldgs %
62.82%
Holding
73
New
20
Increased
20
Reduced
12
Closed
15
Top Buys
| 1 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$11.8M |
| 2 |
Ecolab
ECL
|
$7.93M |
| 3 |
3M
MMM
|
$7.46M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$2.89M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.8M |
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$922K |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$890K |
| 3 |
AbbVie
ABBV
|
$328K |
| 4 |
IQ ARB Merger Arbitrage ETF
MNA
|
$225K |
| 5 |
Vanguard Total Bond Market
BND
|
$50.3K |
Sector Composition
| 1 | Materials | 4.16% |
| 2 | Industrials | 4.07% |
| 3 | Financials | 1.17% |
| 4 | Healthcare | 0.77% |
| 5 | Technology | 0.36% |
