CWA
Capital Wealth Alliance Portfolio holdings
AUM
$186M
This Quarter Return
+3.23%
1 Year Return
+31.06%
3 Year Return
+85.04%
5 Year Return
+123.34%
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+3.6%)
Cap. Flow
+$3.16M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
49.66%
Holding
115
New
6
Increased
43
Reduced
41
Closed
10
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.86M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$2.74M |
| 3 |
Invesco DB Agriculture Fund
DBA
|
$1.6M |
| 4 |
Sprott Physical Silver Trust
PSLV
|
$1.18M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.14M |
Top Sells
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Healthcare | 6.78% |
| 3 | Financials | 2.93% |
| 4 | Consumer Discretionary | 1.85% |
| 5 | Industrials | 1.81% |
