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
$137M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$8.13M
3 +$3.28M
4
MSTR icon
Strategy Inc
MSTR
+$2.07M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$1.33M

Top Sells

1 +$627K
2 +$380K
3 +$370K
4
INSG icon
Inseego
INSG
+$359K
5
FBT icon
First Trust NYSE Arca Biotechnology Index Fund
FBT
+$292K

Sector Composition

1 Healthcare 10.02%
2 Technology 5.5%
3 Industrials 3.6%
4 Consumer Discretionary 2.08%
5 Financials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
0