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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
51
$503K 0.25%
3,263
+1,463
52
$491K 0.24%
1,474
+63
53
$478K 0.24%
+5,630
54
$471K 0.23%
3,719
+331
55
$460K 0.23%
+7,236
56
$457K 0.23%
+5,694
57
$449K 0.22%
10,090
-2,261
58
$433K 0.22%
3,840
+102
59
$405K 0.2%
+3,639
60
$385K 0.19%
10,472
-81
61
$356K 0.18%
5,520
-225
62
$341K 0.17%
104,770
+800
63
$312K 0.16%
+5,973
64
$305K 0.15%
882
65
$296K 0.15%
1,537
66
$289K 0.14%
3,637
67
$284K 0.14%
+1,115
68
$282K 0.14%
+1,159
69
$281K 0.14%
35
70
$272K 0.14%
3,988
-2,204
71
$265K 0.13%
1,398
72
$264K 0.13%
2,245
-3,692
73
$262K 0.13%
16,470
74
$243K 0.12%
1,800
75
$211K 0.1%
3,025
1 2
3
4