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
$211M
AUM Growth
+$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$3.16M
3
+$2.28M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$2.1M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.76M

Top Sells

1
+$5.92M
2
+$1.98M
3
+$1.68M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.51M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.5M

Sector Composition

1 Industrials 1.44%
2 Technology 0.77%
3 Materials 0.71%
4 Consumer Staples 0.34%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$497K 0.24%
+8,488
77
$475K 0.22%
10,372
-394
78
$429K 0.2%
18,255
+133
79
$419K 0.2%
2,653
+261
80
$413K 0.2%
8,906
-1,350
81
$408K 0.19%
2,675
+16
82
$406K 0.19%
3,114
-762
83
$405K 0.19%
908
-153
84
$393K 0.19%
2,723
-933
85
$330K 0.16%
6,706
+1,369
86
$317K 0.15%
+10,294
87
$314K 0.15%
+6,751
88
$312K 0.15%
8,409
+92
89
$302K 0.14%
5,721
+87
90
$268K 0.13%
6,172
+19
91
$248K 0.12%
+4,452
92
$248K 0.12%
3,984
+17
93
$245K 0.12%
6,953
-930
94
$237K 0.11%
693
-97
95
$234K 0.11%
+4,345
96
$215K 0.1%
6,277
-887
97
$204K 0.1%
1,234
-506
98
$202K 0.1%
+1,459
99
$201K 0.1%
+12,000
100
$201K 0.1%
2,238
-209
1 2 3
4
5