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
251
$5K ﹤0.01%
+1
252
$5K ﹤0.01%
+40
253
$5K ﹤0.01%
+500
254
0
255
$4K ﹤0.01%
+99
256
$4K ﹤0.01%
+90
257
$4K ﹤0.01%
+17
258
$4K ﹤0.01%
+54
259
$4K ﹤0.01%
+70
260
$4K ﹤0.01%
+1,666
261
$4K ﹤0.01%
+124
262
$4K ﹤0.01%
+300
263
$4K ﹤0.01%
+137
264
$4K ﹤0.01%
+31
265
$4K ﹤0.01%
+200
266
$4K ﹤0.01%
+40
267
$4K ﹤0.01%
+100
268
$4K ﹤0.01%
+22
269
$4K ﹤0.01%
+71
270
$4K ﹤0.01%
+29
271
$3K ﹤0.01%
+30
272
$3K ﹤0.01%
+16
273
$3K ﹤0.01%
+411
274
$3K ﹤0.01%
+14
275
$3K ﹤0.01%
+90