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
$284M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$7.15M
3
+$5.25M
4
EDIV icon
SPDR S&P Emerging Markets Dividend ETF
EDIV
+$1.85M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$611K

Top Sells

1
+$4.67M
2
+$2.34M
3
+$2.23M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.85M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.62M

Sector Composition

1 Technology 1.51%
2 Industrials 1.06%
3 Financials 0.58%
4 Materials 0.49%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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