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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
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$825K
3
+$775K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$630K
5
INDA icon
iShares MSCI India ETF
INDA
+$588K

Top Sells

1
+$3.99M
2
+$1.01M
3
+$756K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$700K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$637K

Sector Composition

1 Technology 8.22%
2 Financials 3.6%
3 Industrials 1.1%
4 Consumer Discretionary 0.78%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.64%
5,907
+8
27
$1.24M 0.62%
2,402
+525
28
$1.23M 0.61%
33,705
-5,290
29
$1.22M 0.61%
24,340
-1,389
30
$1.08M 0.54%
18,765
+6,565
31
$1.02M 0.51%
1,105
+1
32
$927K 0.46%
20,652
-3,729
33
$910K 0.45%
20,336
-2,104
34
$907K 0.45%
12,351
-97
35
$903K 0.45%
9,077
+53
36
$855K 0.42%
+2,619
37
$843K 0.42%
7,200
-1,428
38
$764K 0.38%
7,903
-1,791
39
$754K 0.37%
1
40
$622K 0.31%
2,883
-286
41
$602K 0.3%
3,229
+1,822
42
$591K 0.29%
4,696
-185
43
$572K 0.28%
+10,989
44
$571K 0.28%
+7,678
45
$549K 0.27%
21,193
+43
46
$549K 0.27%
9,787
-828
47
$547K 0.27%
6,876
+1,186
48
$540K 0.27%
+9,170
49
$530K 0.26%
7,429
-9,224
50
$509K 0.25%
8,215
-13
1
2
3 4