UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
+7.77%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(-6.2%)
Cap. Flow
-$42.5M
Cap. Flow
% of AUM
-15.81%
Top 10 Holdings %
Top 10 Hldgs %
38.58%
Holding
150
New
12
Increased
69
Reduced
49
Closed
15
Top Buys
| 1 |
WisdomTree US Value Fund
WTV
|
$5.08M |
| 2 |
Invesco S&P International Developed Momentum ETF
IDMO
|
$3.18M |
| 3 |
VanEck Merk Gold Trust
OUNZ
|
$2.33M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$2.1M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.9M |
Top Sells
| 1 |
Invesco S&P 500 Momentum ETF
SPMO
|
$23.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$18.7M |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$4.37M |
| 4 |
iShares Global 100 ETF
IOO
|
$3.12M |
| 5 |
SPDR Gold Trust
GLD
|
$2.51M |
Sector Composition
| 1 | Technology | 1.68% |
| 2 | Industrials | 1.6% |
| 3 | Consumer Staples | 0.69% |
| 4 | Consumer Discretionary | 0.63% |
| 5 | Financials | 0.63% |
