We are live on ! Find out more
CWA

Capital Wealth Alliance Portfolio holdings

AUM $221M
1-Year Est. Return 43.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$95.6M
AUM Growth
-$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.03M
3
+$2.24M
4
AESR icon
Anfield US Equity Sector Rotation ETF
AESR
+$2.06M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$991K

Top Sells

1
+$3.62M
2
+$3.31M
3
+$2.26M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.9M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.43M

Sector Composition

1 Healthcare 11.91%
2 Technology 1.8%
3 Consumer Discretionary 1.23%
4 Communication Services 0.95%
5 Industrials 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-38,899
202
– –
-110
203
– –
-20
204
– –
-45
205
– –
-18
206
– –
-222
207
– –
-2,036
208
– –
-1,000
209
– –
-14
210
– –
-29,618
211
– –
-2,900
212
– –
-1,717
213
– –
-2,399
214
– –
-31
215
– –
-156
216
– –
-18,612
217
– –
-17
218
– –
-31
219
– –
-19
220
– –
-3,637
221
– –
-2,145
222
– –
-8,881
223
– –
-51
224
– –
-300
225
– –
-1,200
7 8
9
10 11