UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
+5.54%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$286M
AUM Growth
+$286M
(+0.59%)
Cap. Flow
-$548K
Cap. Flow
% of AUM
-0.19%
Top 10 Holdings %
Top 10 Hldgs %
40.93%
Holding
138
New
11
Increased
50
Reduced
60
Closed
9
Top Buys
| 1 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.74M |
| 2 |
Invesco S&P 500 Momentum ETF
SPMO
|
$1.76M |
| 3 |
JPMorgan Active Bond ETF
JBND
|
$1.25M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.24M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$564K |
Top Sells
Sector Composition
| 1 | Technology | 1.52% |
| 2 | Industrials | 1.33% |
| 3 | Consumer Staples | 0.64% |
| 4 | Financials | 0.62% |
| 5 | Healthcare | 0.59% |
