UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
+4.62%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$184M
AUM Growth
+$184M
(-11%)
Cap. Flow
-$31.7M
Cap. Flow
% of AUM
-17.2%
Top 10 Holdings %
Top 10 Hldgs %
37.53%
Holding
113
New
10
Increased
43
Reduced
46
Closed
11
Top Buys
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$7.43M |
| 2 |
iShares Global 100 ETF
IOO
|
$5.45M |
| 3 |
iShares MSCI USA Value Factor ETF
VLUE
|
$3.6M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$3.47M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.43M |
Top Sells
Sector Composition
| 1 | Industrials | 3.64% |
| 2 | Communication Services | 1.19% |
| 3 | Technology | 1.17% |
| 4 | Materials | 0.86% |
| 5 | Healthcare | 0.51% |
