UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
-0.51%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$126M
AUM Growth
+$126M
(+7.7%)
Cap. Flow
+$10.6M
Cap. Flow
% of AUM
8.41%
Top 10 Holdings %
Top 10 Hldgs %
67.8%
Holding
76
New
12
Increased
27
Reduced
17
Closed
17
Top Buys
Top Sells
| 1 |
Caterpillar
CAT
|
$416K |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$405K |
| 3 |
Microsoft
MSFT
|
$383K |
| 4 |
Visa
V
|
$362K |
| 5 |
McDonald's
MCD
|
$343K |
Sector Composition
| 1 | Industrials | 2.93% |
| 2 | Communication Services | 2.13% |
| 3 | Technology | 2.05% |
| 4 | Healthcare | 1.38% |
| 5 | Consumer Discretionary | 1.18% |
