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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
76
$204K 0.1%
+4,910
77
– –
-2,700
78
– –
-5,508
79
– –
-1,912
80
– –
-8,067
81
– –
-1,375
82
– –
-10,368
83
– –
-3,324
84
– –
-3,894
85
– –
-132,699
86
– –
-6,440
1 2 3
4