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
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1 +$9.03M
2 +$8.81M
3 +$4.42M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$4.35M
5
JPST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$10K 0.01%
+1,000
202
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203
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+256
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+800
210
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212
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213
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224
$7K 0.01%
+100
225
$6K 0.01%
+300