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
101
$310K 0.13%
+6,652
102
$302K 0.13%
458
+17
103
$292K 0.12%
+9,379
104
$288K 0.12%
+14,610
105
$284K 0.12%
6,207
106
$266K 0.11%
+610
107
$266K 0.11%
+1,492
108
$263K 0.11%
+1,546
109
$256K 0.11%
7,106
+115
110
$256K 0.11%
+3,726
111
$252K 0.1%
13,598
-34,868
112
$249K 0.1%
4,023
+20
113
$247K 0.1%
+424
114
$240K 0.1%
11,329
-29,398
115
$238K 0.1%
+2,259
116
$228K 0.09%
5,837
-2,659
117
$228K 0.09%
+921
118
$225K 0.09%
+5,152
119
$224K 0.09%
1,431
-784
120
$222K 0.09%
+3,167
121
$207K 0.09%
+3,963
122
$207K 0.09%
4,340
-248
123
$201K 0.08%
+774
124
$63K 0.03%
+20,000
125
$8K ﹤0.01%
+10,000
2 3 4
5
6