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
51
$570K 0.46%
4,987
-85
52
$514K 0.41%
+8,630
53
$509K 0.41%
7,790
-5,473
54
$508K 0.41%
4,851
+1,948
55
$500K 0.4%
1,007
+21
56
$494K 0.4%
79,997
+3,494
57
$486K 0.39%
4,686
+1,004
58
$479K 0.39%
9,535
+4,514
59
$475K 0.38%
+8,595
60
$474K 0.38%
4,426
-2,658
61
$471K 0.38%
11,436
-6,738
62
$466K 0.38%
+2,545
63
$466K 0.38%
1
64
$463K 0.37%
3,550
-2,735
65
$456K 0.37%
9,059
-75
66
$453K 0.37%
2,920
+23
67
$449K 0.36%
6,565
-1,579
68
$447K 0.36%
19,072
-40,841
69
$440K 0.35%
5,770
+2,934
70
$434K 0.35%
2,041
+60
71
$421K 0.34%
13,830
+4,901
72
$421K 0.34%
29,589
-5,216
73
$406K 0.33%
+4,097
74
$406K 0.33%
8,064
-7,098
75
$405K 0.33%
14,329
+2,383
1 2
3
4 5