CWA

Capital Wealth Alliance Portfolio holdings

AUM $186M
1-Year Est. Return 31.06%
This Quarter Est. Return
1 Year Est. Return
+31.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1 +$9.03M
2 +$8.81M
3 +$4.42M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$4.35M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.03M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.93%
2 Technology 1.97%
3 Consumer Discretionary 1.56%
4 Industrials 1.53%
5 Financials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6K 0.01%
+103
227
$6K 0.01%
+50
228
$6K 0.01%
+107
229
$6K 0.01%
+156
230
$6K 0.01%
+60
231
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+163
232
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+183
233
$6K 0.01%
+250
234
$6K 0.01%
+400
235
$6K 0.01%
+625
236
$5K ﹤0.01%
+116
237
$5K ﹤0.01%
+2,300
238
$5K ﹤0.01%
+300
239
$5K ﹤0.01%
+192
240
$5K ﹤0.01%
+59
241
$5K ﹤0.01%
+45
242
$5K ﹤0.01%
+1,000
243
$5K ﹤0.01%
+31
244
$5K ﹤0.01%
+26
245
$5K ﹤0.01%
+95
246
$5K ﹤0.01%
+92
247
$5K ﹤0.01%
+44
248
$5K ﹤0.01%
+79
249
$5K ﹤0.01%
+63
250
$5K ﹤0.01%
+227