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
$241M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$7.32M
3
+$4.97M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.83M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.42M

Top Sells

1
+$32.3M
2
+$7.92M
3
+$5.57M
4
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$5.31M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$4.54M

Sector Composition

1 Industrials 1.42%
2 Technology 0.92%
3 Financials 0.6%
4 Materials 0.55%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$615K 0.26%
4,405
+237
77
$609K 0.25%
45,838
-9,797
78
$604K 0.25%
3,980
-28
79
$568K 0.24%
12,093
-281
80
$551K 0.23%
1,154
+161
81
$540K 0.22%
7,354
+88
82
$515K 0.21%
9,816
+4,032
83
$459K 0.19%
19,078
-143
84
$457K 0.19%
6,377
-1,882
85
$454K 0.19%
+15,636
86
$424K 0.18%
2,893
+16
87
$413K 0.17%
2,516
+1,514
88
$407K 0.17%
12,834
-25,696
89
$401K 0.17%
2,428
-224
90
$387K 0.16%
8,873
-16,258
91
$371K 0.15%
+7,295
92
$352K 0.15%
+9,706
93
$347K 0.14%
4,454
-6,289
94
$343K 0.14%
7,286
-30
95
$339K 0.14%
7,299
-3,114
96
$333K 0.14%
6,458
97
$333K 0.14%
+18,036
98
$328K 0.14%
5,820
+1,475
99
$321K 0.13%
5,269
+881
100
$315K 0.13%
+10,602
2 3
4
5 6