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
$265M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.59M
3
+$1.38M
4
MSFT icon
Microsoft
MSFT
+$1.23M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.21M

Top Sells

1
+$3.14M
2
+$2.23M
3
+$1.38M
4
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$671K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$510K

Sector Composition

1 Technology 1.51%
2 Industrials 1.25%
3 Financials 0.67%
4 Consumer Staples 0.58%
5 Materials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.54%
8,784
-174
52
$1.43M 0.54%
6,294
-110
53
$1.43M 0.54%
6,156
-498
54
$1.39M 0.53%
21,770
-805
55
$1.38M 0.52%
+28,196
56
$1.23M 0.46%
33,997
+1,418
57
$1.21M 0.46%
+24,339
58
$1.07M 0.4%
16,790
+168
59
$1.06M 0.4%
+17,675
60
$1.03M 0.39%
11,528
-134
61
$1.02M 0.39%
17,446
-731
62
$1.01M 0.38%
10,815
-226
63
$962K 0.36%
11,470
-832
64
$941K 0.36%
14,429
-2,521
65
$933K 0.35%
15,045
-715
66
$899K 0.34%
13,788
-1,135
67
$895K 0.34%
16,820
+192
68
$866K 0.33%
18,409
+6,316
69
$856K 0.32%
33,287
+4,275
70
$851K 0.32%
2,041
+3
71
$803K 0.3%
28,744
+6,305
72
$800K 0.3%
8,087
+4
73
$779K 0.29%
4,497
-148
74
$743K 0.28%
54,055
+8,217
75
$735K 0.28%
4,876
+471
1 2
3
4 5