CWA
Capital Wealth Alliance Portfolio holdings
AUM
$186M
1-Year Est. Return
31.06%
1 Year Est. Return
+31.06%
AUM
$186M
AUM Growth
+$18.7M
(+11%)
Holding
79
Top Buys
| 1 | +$2.77M | |
| 2 | +$2.27M | |
| 3 | +$1.14M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.01M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$493K |
Top Sells
| 1 | +$1.62M | |
| 2 | +$794K | |
| 3 | +$333K | |
| 4 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$315K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$308K |
Sector Composition
| 1 | Technology | 10.2% |
| 2 | Financials | 3.72% |
| 3 | Industrials | 1.18% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Consumer Staples | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.68B
| – | – |
-1,417
|
|
||
77
First Trust Materials AlphaDEX Fund
FXZ
$219M
| – | – |
-3,865
|
|
||
78
PayPal
PYPL
$66.7B
| – | – |
-3,442
|
|
||
79
Zoom
ZM
$25.2B
| – | – |
-3,407
|
|