CWA

Capital Wealth Alliance Portfolio holdings

AUM $234M
1-Year Est. Return 50.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.75%
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
351
$1K ﹤0.01%
+58
352
$1K ﹤0.01%
+32
353
$1K ﹤0.01%
+7
354
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+29
355
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+6
356
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+5
357
$1K ﹤0.01%
+209
358
$1K ﹤0.01%
+65
359
$1K ﹤0.01%
+15
360
$1K ﹤0.01%
+8
361
$1K ﹤0.01%
+51
362
$1K ﹤0.01%
+9
363
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+18
364
$1K ﹤0.01%
+23
365
$1K ﹤0.01%
+13
366
$1K ﹤0.01%
+21
367
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368
$1K ﹤0.01%
+8
369
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+48
370
$1K ﹤0.01%
+52
371
$1K ﹤0.01%
+24
372
$1K ﹤0.01%
+263
373
$1K ﹤0.01%
+9
374
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+37
375
$1K ﹤0.01%
+73
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