UWM

USAdvisors Wealth Management Portfolio holdings

AUM $290M
1-Year Est. Return 11.66%
This Quarter Est. Return
1 Year Est. Return
+11.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
-$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$2.32M
3
+$1.92M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.24M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$865K

Top Sells

1
+$4.81M
2
+$3.1M
3
+$2.53M
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$2.38M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.39M

Sector Composition

1 Technology 1.96%
2 Industrials 1.47%
3 Consumer Staples 0.63%
4 Financials 0.62%
5 Healthcare 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$314K 0.11%
1,173
+68
102
$305K 0.11%
3,327
+77
103
$301K 0.11%
1,227
-74
104
$286K 0.1%
2,220
+14
105
$285K 0.1%
143
-1,268
106
$271K 0.09%
9,953
-3,161
107
$267K 0.09%
5,218
-2,692
108
$266K 0.09%
6,549
-2,943
109
$265K 0.09%
1,413
-151
110
$253K 0.09%
+4,100
111
$251K 0.09%
+1,979
112
$250K 0.09%
+7,330
113
$250K 0.09%
13,500
114
$246K 0.09%
6,543
+20
115
$241K 0.08%
1,455
+41
116
$236K 0.08%
286
+17
117
$233K 0.08%
1,010
+16
118
$228K 0.08%
8,729
-91,299
119
$227K 0.08%
5,541
-1,770
120
$223K 0.08%
6,995
-2,838
121
$223K 0.08%
+427
122
$220K 0.08%
5,280
-160
123
$220K 0.08%
3,114
-123
124
$219K 0.08%
7,698
-553
125
$218K 0.08%
1,428
+2
2 3 4
5
6