CWA
Capital Wealth Alliance Portfolio holdings
AUM
$186M
This Quarter Return
+14.14%
1 Year Return
+31.06%
3 Year Return
+85.04%
5 Year Return
+123.34%
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(+16%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
49.8%
Holding
118
New
21
Increased
57
Reduced
18
Closed
9
Top Buys
| 1 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.17M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.38M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$2.34M |
| 4 |
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
|
$1.59M |
| 5 |
Vanguard Energy ETF
VDE
|
$1.46M |
Top Sells
Sector Composition
| 1 | Healthcare | 7.72% |
| 2 | Technology | 7.19% |
| 3 | Financials | 2.85% |
| 4 | Industrials | 2.12% |
| 5 | Consumer Discretionary | 1.79% |
