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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
$201M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$825K
3
+$775K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$630K
5
INDA icon
iShares MSCI India ETF
INDA
+$588K

Top Sells

1
+$3.99M
2
+$1.01M
3
+$756K
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$700K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$637K

Sector Composition

1 Technology 8.22%
2 Financials 3.6%
3 Industrials 1.1%
4 Consumer Discretionary 0.78%
5 Consumer Staples 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.7M 19.22%
2,462,498
+12,196
2
$28.9M 14.37%
976,531
+3,546
3
$14.4M 7.16%
44,700
+609
4
$10.6M 5.28%
115,815
-8,248
5
$6.98M 3.47%
138,014
-4,942
6
$6.59M 3.28%
59,689
-3,516
7
$6.49M 3.23%
12,918
+185
8
$5.71M 2.84%
9,319
+1,400
9
$5.49M 2.73%
147,569
-318
10
$5.45M 2.71%
9,080
+3,903
11
$4.97M 2.47%
7,463
+276
12
$4.74M 2.36%
62,075
-2,606
13
$4.68M 2.32%
71,963
+9,685
14
$4.64M 2.31%
173,483
-23,210
15
$4.22M 2.1%
118,420
+5,222
16
$4.03M 2%
8,689
-51
17
$2.57M 1.28%
365,571
+4,642
18
$1.96M 0.97%
71,516
+4,608
19
$1.73M 0.86%
18,537
-787
20
$1.69M 0.84%
27,188
+574
21
$1.62M 0.8%
12,865
-73
22
$1.5M 0.75%
291,130
-23,953
23
$1.5M 0.74%
29,515
-3,325
24
$1.48M 0.74%
24,482
+146
25
$1.4M 0.7%
2,650
1
2 3 4