CWA

Capital Wealth Alliance Portfolio holdings

AUM $186M
1-Year Est. Return 31.06%
This Quarter Est. Return
1 Year Est. Return
+31.06%
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 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
in Stake
Capital Flow
101
-10,828
102
-22,626
103
-5,050
104
-3,689
105
-8,595