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
$284M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.15M
3
+$5.25M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$1.85M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$611K

Top Sells

1
+$4.67M
2
+$2.34M
3
+$2.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.85M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.62M

Sector Composition

1 Technology 1.51%
2 Industrials 1.06%
3 Financials 0.58%
4 Materials 0.49%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$550K 0.19%
1,100
-4,676
77
$532K 0.19%
7,386
+101
78
$527K 0.19%
10,279
-6,541
79
$518K 0.18%
20,035
-272
80
$512K 0.18%
12,344
-4,595
81
$481K 0.17%
2,921
+12
82
$456K 0.16%
16,759
-11,985
83
$401K 0.14%
9,107
+45
84
$399K 0.14%
20,678
+144
85
$393K 0.14%
+7,441
86
$391K 0.14%
12,326
+99
87
$381K 0.13%
7,572
-209
88
$375K 0.13%
414
-52
89
$363K 0.13%
2,574
-25
90
$353K 0.12%
5,778
+33
91
$352K 0.12%
9,706
92
$345K 0.12%
8,309
+137
93
$342K 0.12%
7,388
-169
94
$333K 0.12%
6,458
95
$331K 0.12%
3,414
-199
96
$326K 0.11%
384
-93
97
$319K 0.11%
6,898
-1,675
98
$319K 0.11%
6,230
+12
99
$311K 0.11%
1,788
-405
100
$309K 0.11%
1,532
-189
2 3
4
5 6