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
$119M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$2.91M
2 +$993K
3 +$615K
4
DTE icon
DTE Energy
DTE
+$610K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$532K

Sector Composition

1 Healthcare 10.34%
2 Financials 3.09%
3 Technology 2.78%
4 Industrials 2.71%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,653
127
-58,614
128
-70,000
129
-281,202