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
$199M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$4.82M
2 +$3.42M
3 +$3.17M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.16M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.05M

Top Sells

1 +$6.07M
2 +$5.21M
3 +$4.75M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$4.53M
5
ALGT icon
Allegiant Air
ALGT
+$1.6M

Sector Composition

1 Industrials 2.35%
2 Technology 0.66%
3 Materials 0.56%
4 Healthcare 0.33%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-31,615
127
-7,647
128
-2,796