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
$140M
AUM Growth
+$7.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.23M
3
+$7.95M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.68M
5
DBEM icon
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
+$2.35M

Top Sells

1
+$10.8M
2
+$9.68M
3
+$7.86M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$5.47M
5
META icon
Meta Platforms (Facebook)
META
+$1.74M

Sector Composition

1 Healthcare 2.11%
2 Industrials 2%
3 Financials 1.41%
4 Communication Services 0.82%
5 Consumer Discretionary 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-22,648
77
– –
-13,055
78
– –
-15,483
1 2 3
4