UWM
USAdvisors Wealth Management Portfolio holdings
AUM
$269M
This Quarter Return
-5.39%
1 Year Return
+11.31%
3 Year Return
+43.12%
5 Year Return
+42.38%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(-2.1%)
Cap. Flow
+$6.75M
Cap. Flow
% of AUM
3.46%
Top 10 Holdings %
Top 10 Hldgs %
35.65%
Holding
119
New
10
Increased
65
Reduced
36
Closed
5
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.52M |
| 2 |
Invesco QQQ Trust
QQQ
|
$735K |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$717K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$426K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$326K |
Top Sells
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$396K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$362K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$321K |
| 4 |
iShares US Medical Devices ETF
IHI
|
$258K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$240K |
Sector Composition
| 1 | Industrials | 2.01% |
| 2 | Technology | 0.79% |
| 3 | Materials | 0.55% |
| 4 | Healthcare | 0.33% |
| 5 | Communication Services | 0.25% |
