CWA
Capital Wealth Alliance Portfolio holdings
AUM
$186M
This Quarter Return
+7.99%
1 Year Return
+31.06%
3 Year Return
+85.04%
5 Year Return
+123.34%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+16%)
Cap. Flow
-$14.5M
Cap. Flow
% of AUM
-13.02%
Top 10 Holdings %
Top 10 Hldgs %
44.25%
Holding
117
New
17
Increased
41
Reduced
24
Closed
19
Top Buys
| 1 |
Apple
AAPL
|
$2.46M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.59M |
| 3 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$549K |
| 4 |
Anfield Universal Fixed Income ETF
AFIF
|
$389K |
| 5 |
FTF
Franklin Limited Duration Income Trust
FTF
|
$375K |
Top Sells
| 1 |
Sprott Physical Gold
PHYS
|
$9.75M |
| 2 |
Sprott Physical Silver Trust
PSLV
|
$4.31M |
| 3 |
Abbott
ABT
|
$2.48M |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$1.27M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$1.25M |
Sector Composition
| 1 | Healthcare | 10.12% |
| 2 | Technology | 4.6% |
| 3 | Industrials | 3.09% |
| 4 | Consumer Discretionary | 2.23% |
| 5 | Financials | 1.78% |
