UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
+7.91%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+15%)
Cap. Flow
+$9.41M
Cap. Flow
% of AUM
6.69%
Top 10 Holdings %
Top 10 Hldgs %
72.26%
Holding
51
New
6
Increased
26
Reduced
8
Closed
5
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.2M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.94M |
| 3 |
Boeing
BA
|
$458K |
| 4 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
$362K |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$347K |
Top Sells
| 1 |
Ameriprise Financial
AMP
|
$268K |
| 2 |
NIE
Virtus Equity & Convertible Income Fund
NIE
|
$242K |
| 3 |
Vanguard Extended Market ETF
VXF
|
$234K |
| 4 |
IAC Inc
IAC
|
$211K |
| 5 |
iShares Gold Trust
IAU
|
$164K |
Sector Composition
| 1 | Healthcare | 1.01% |
| 2 | Communication Services | 0.53% |
| 3 | Consumer Discretionary | 0.46% |
| 4 | Financials | 0.34% |
| 5 | Industrials | 0.33% |
