UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
+4.59%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+0.56%)
Cap. Flow
-$7.24M
Cap. Flow
% of AUM
-3.43%
Top 10 Holdings %
Top 10 Hldgs %
37.91%
Holding
123
New
9
Increased
49
Reduced
43
Closed
20
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$5.01M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.16M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.28M |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$2.1M |
| 5 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$1.76M |
Top Sells
Sector Composition
| 1 | Industrials | 1.44% |
| 2 | Technology | 0.77% |
| 3 | Materials | 0.71% |
| 4 | Consumer Staples | 0.34% |
| 5 | Consumer Discretionary | 0.29% |
