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
$286M
AUM Growth
+$1.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.76M
3
+$1.25M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.24M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$564K

Top Sells

1
+$6.73M
2
+$1.03M
3
+$521K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$475K
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$357K

Sector Composition

1 Technology 1.52%
2 Industrials 1.33%
3 Consumer Staples 0.64%
4 Financials 0.62%
5 Healthcare 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$11K ﹤0.01%
870
+200
127
$9K ﹤0.01%
10,000
128
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-5,033
129
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-3,414
130
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-7,260
131
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-10,262
132
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-1,137
133
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-8,736
134
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-10,719
135
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136
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-6,230
2 3 4 5
6