UWM

USAdvisors Wealth Management Portfolio holdings

AUM $269M
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.15M
3
+$5.25M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$1.85M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$611K

Top Sells

1
+$4.67M
2
+$2.34M
3
+$2.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.85M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.62M

Sector Composition

1 Technology 1.51%
2 Industrials 1.06%
3 Financials 0.58%
4 Materials 0.49%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.49%
46,972
-925
52
$1.36M 0.48%
6,252
-42
53
$1.33M 0.47%
30,534
+2,338
54
$1.17M 0.41%
4,673
-2,056
55
$1.14M 0.4%
23,022
-1,317
56
$1.14M 0.4%
18,936
+1,261
57
$1.06M 0.37%
17,084
+294
58
$1.03M 0.36%
11,472
-56
59
$975K 0.34%
4,629
+132
60
$974K 0.34%
16,214
+1,169
61
$965K 0.34%
4,996
+929
62
$930K 0.33%
3,957
-3,017
63
$923K 0.32%
19,656
+1,247
64
$911K 0.32%
11,237
-233
65
$907K 0.32%
14,498
+69
66
$875K 0.31%
2,152
+111
67
$853K 0.3%
33,293
+6
68
$743K 0.26%
4,079
-797
69
$702K 0.25%
7,242
-845
70
$681K 0.24%
13,427
+431
71
$643K 0.23%
1,176
+117
72
$604K 0.21%
7,680
-32
73
$594K 0.21%
5,908
-433
74
$582K 0.2%
7,747
+1,446
75
$577K 0.2%
8,524
+158
1 2
3
4 5