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CWA

Capital Wealth Alliance Portfolio holdings

AUM $221M
1-Year Est. Return 43.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.02%
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
+$8.47M
2
+$8.43M
3
+$4.35M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$4.23M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.02M

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
276
$3K ﹤0.01%
+102
277
$3K ﹤0.01%
+84
278
$3K ﹤0.01%
+98
279
$3K ﹤0.01%
+30
280
$3K ﹤0.01%
+15
281
$3K ﹤0.01%
+64
282
$3K ﹤0.01%
+7
283
$3K ﹤0.01%
+110
284
$3K ﹤0.01%
+30
285
$3K ﹤0.01%
+63
286
$3K ﹤0.01%
+137
287
$3K ﹤0.01%
+62
288
$3K ﹤0.01%
+54
289
$3K ﹤0.01%
+64
290
$3K ﹤0.01%
+32
291
$3K ﹤0.01%
+30
292
$3K ﹤0.01%
+57
293
$3K ﹤0.01%
+54
294
$3K ﹤0.01%
+149
295
$2K ﹤0.01%
+40
296
$2K ﹤0.01%
+13
297
$2K ﹤0.01%
+29
298
$2K ﹤0.01%
+12
299
$2K ﹤0.01%
+26
300
$2K ﹤0.01%
+9
10 11
12
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