UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
-4.78%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(-4.6%)
Cap. Flow
+$2.42M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
36.27%
Holding
149
New
19
Increased
48
Reduced
53
Closed
24
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$4.82M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.84M |
| 3 |
VanEck High Yield Muni ETF
HYD
|
$2.32M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$1.81M |
| 5 |
Allegiant Air
ALGT
|
$1.6M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$4.5M |
| 2 |
VanEck Short High Yield Muni ETF
SHYD
|
$1.83M |
| 3 |
US Global Jets ETF
JETS
|
$1.69M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.21M |
| 5 |
SPDR Portfolio TIPS ETF
SPIP
|
$1.13M |
Sector Composition
| 1 | Industrials | 2.87% |
| 2 | Technology | 1.23% |
| 3 | Communication Services | 0.67% |
| 4 | Materials | 0.54% |
| 5 | Healthcare | 0.46% |
