CWA

Capital Wealth Alliance Portfolio holdings

AUM $186M
1-Year Est. Return 31.06%
This Quarter Est. Return
1 Year Est. Return
+31.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$4.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.6M
3
+$1.49M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$1.14M
5
AFIF icon
Anfield Universal Fixed Income ETF
AFIF
+$1.13M

Top Sells

1
+$1.09M
2
+$994K
3
+$958K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$932K
5
TIPX icon
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$914K

Sector Composition

1 Healthcare 9.32%
2 Technology 3.71%
3 Financials 3.15%
4 Industrials 2.47%
5 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.92%
59,931
-48,004
27
$1.14M 0.92%
+23,114
28
$1.12M 0.91%
7,785
-1,065
29
$1.11M 0.89%
10,048
+4,750
30
$1.06M 0.86%
14,883
+11,039
31
$1.02M 0.82%
88,900
+58,582
32
$993K 0.8%
13,409
+4,222
33
$984K 0.79%
254,823
-90,110
34
$955K 0.77%
3,312
+14
35
$879K 0.71%
8,507
+1,219
36
$806K 0.65%
21,480
-13,950
37
$796K 0.64%
10,489
+3,240
38
$784K 0.63%
7,476
-3,715
39
$753K 0.61%
76,949
+18,338
40
$752K 0.61%
+14,354
41
$726K 0.59%
15,177
+6,652
42
$716K 0.58%
2,850
43
$702K 0.57%
8,448
-64
44
$698K 0.56%
14,545
-9,095
45
$664K 0.54%
12,498
+3,648
46
$662K 0.53%
+16,376
47
$646K 0.52%
19,840
+5,860
48
$627K 0.51%
+22,820
49
$617K 0.5%
2,976
+60
50
$582K 0.47%
113,963
+1,396
1
2
3 4 5