CWA

Capital Wealth Alliance Portfolio holdings

AUM $201M
1-Year Est. Return 36.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$3.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.5M
3
+$2.24M
4
PSLV icon
Sprott Physical Silver Trust
PSLV
+$1M
5
PDBA icon
Invesco Agriculture Commodity Strategy No K-1 ETF
PDBA
+$629K

Top Sells

1
+$2.81M
2
+$2.45M
3
+$2.06M
4
MSFT icon
Microsoft
MSFT
+$1.31M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.28M

Sector Composition

1 Healthcare 7.48%
2 Technology 5.08%
3 Financials 3.2%
4 Industrials 1.43%
5 Consumer Staples 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
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