CWA
Capital Wealth Alliance Portfolio holdings
AUM
$186M
1-Year Return
31.06%
This Quarter Return
+5.38%
1 Year Return
+31.06%
3 Year Return
+85.04%
5 Year Return
+123.34%
10 Year Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$120M
Cap. Flow
% of AUM
99.96%
Top 10 Holdings %
Top 10 Hldgs %
39.41%
Holding
399
New
397
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Sprott Physical Gold
PHYS
|
$9.03M |
| 2 |
Abbott
ABT
|
$8.81M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$4.42M |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
$4.35M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$4.03M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 10.93% |
| 2 | Technology | 1.97% |
| 3 | Consumer Discretionary | 1.56% |
| 4 | Industrials | 1.53% |
| 5 | Financials | 0.77% |
