UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
+4.94%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$246M
AUM Growth
+$246M
(+6.3%)
Cap. Flow
+$5.24M
Cap. Flow
% of AUM
2.13%
Top 10 Holdings %
Top 10 Hldgs %
37.84%
Holding
136
New
23
Increased
58
Reduced
44
Closed
6
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$7.9M |
| 2 |
First Trust Securitized Plus ETF
DEED
|
$5.79M |
| 3 |
iShares US Real Estate ETF
IYR
|
$4.24M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$2.59M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$2.01M |
Top Sells
Sector Composition
| 1 | Industrials | 2.62% |
| 2 | Technology | 1.29% |
| 3 | Communication Services | 0.88% |
| 4 | Materials | 0.84% |
| 5 | Healthcare | 0.61% |
