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
$162M
AUM Growth
-$31.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$2.9M
3
+$1.81M
4
SMMV icon
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
+$1.69M
5
SCHK icon
Schwab 1000 Index ETF
SCHK
+$1.57M

Top Sells

1
+$9.4M
2
+$4.76M
3
+$3.65M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.2M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.07M

Sector Composition

1 Industrials 4.08%
2 Materials 3.88%
3 Financials 0.62%
4 Technology 0.57%
5 Utilities 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
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