UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
1-Year Return
11.31%
This Quarter Return
+9.28%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+32,374%)
Cap. Flow
+$8.64M
Cap. Flow
% of AUM
4.15%
Top 10 Holdings %
Top 10 Hldgs %
50.02%
Holding
92
New
24
Increased
30
Reduced
31
Closed
6
Top Buys
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$6.12M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.67M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$1.25M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$1.25M |
| 5 |
iShares MSCI Global Min Vol Factor ETF
ACWV
|
$937K |
Sector Composition
| 1 | Industrials | 2.98% |
| 2 | Communication Services | 0.81% |
| 3 | Technology | 0.72% |
| 4 | Materials | 0.6% |
| 5 | Financials | 0.51% |
