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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
376
$1K ﹤0.01%
+23
377
$1K ﹤0.01%
+13
378
$1K ﹤0.01%
+21
379
$1K ﹤0.01%
+52
380
$0 ﹤0.01%
+25
381
$0 ﹤0.01%
+20
382
$0 ﹤0.01%
+17
383
$0 ﹤0.01%
+7
384
$0 ﹤0.01%
+23
385
$0 ﹤0.01%
+64
386
$0 ﹤0.01%
+2
387
$0 ﹤0.01%
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388
$0 ﹤0.01%
+9
389
$0 ﹤0.01%
+19
390
$0 ﹤0.01%
+10
391
$0 ﹤0.01%
+1
392
$0 ﹤0.01%
+100
393
$0 ﹤0.01%
+33
394
$0 ﹤0.01%
+4
395
$0 ﹤0.01%
+10
396
$0 ﹤0.01%
+3
397
$0 ﹤0.01%
+2
398
$0 ﹤0.01%
+2
399
$0 ﹤0.01%
+25
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