CWA

Capital Wealth Alliance Portfolio holdings

AUM $201M
1-Year Est. Return 36.89%
This Quarter Est. Return
1 Year Est. Return
+36.89%
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
351
$1K ﹤0.01%
+31
352
$1K ﹤0.01%
+24
353
$1K ﹤0.01%
+543
354
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+86
355
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+30
356
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+58
357
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+32
358
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+7
359
$1K ﹤0.01%
+29
360
$1K ﹤0.01%
+6
361
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+5
362
$1K ﹤0.01%
+209
363
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+65
364
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+15
365
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+8
366
$1K ﹤0.01%
+51
367
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+9
368
$1K ﹤0.01%
+18
369
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+23
370
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+24
371
$1K ﹤0.01%
+52
372
$1K ﹤0.01%
+24
373
$1K ﹤0.01%
+263
374
$1K ﹤0.01%
+9
375
$1K ﹤0.01%
+37