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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
326
$2K ﹤0.01%
+108
327
$2K ﹤0.01%
+18
328
$2K ﹤0.01%
+39
329
$2K ﹤0.01%
+93
330
$2K ﹤0.01%
+111
331
$2K ﹤0.01%
+29
332
$2K ﹤0.01%
+70
333
$2K ﹤0.01%
+24
334
$2K ﹤0.01%
+19
335
$1K ﹤0.01%
+21
336
$1K ﹤0.01%
+7
337
$1K ﹤0.01%
+25
338
$1K ﹤0.01%
+10
339
$1K ﹤0.01%
+7
340
$1K ﹤0.01%
+14
341
$1K ﹤0.01%
+8
342
$1K ﹤0.01%
+48
343
$1K ﹤0.01%
+24
344
$1K ﹤0.01%
+263
345
$1K ﹤0.01%
+9
346
$1K ﹤0.01%
+16
347
$1K ﹤0.01%
+16
348
$1K ﹤0.01%
+37
349
$1K ﹤0.01%
+2
350
$1K ﹤0.01%
+21
12 13
14
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