USCWA

U.S. Capital Wealth Advisors Portfolio holdings

AUM $3.98B
1-Year Est. Return 22.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$10.3M
3
+$8.03M
4
LRCX icon
Lam Research
LRCX
+$7.61M
5
PIFI icon
ClearShares Piton Intermediate Fixed Income ETF
PIFI
+$7.53M

Top Sells

1
+$13.3M
2
+$13.2M
3
+$11.5M
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$11.2M
5
CSCO icon
Cisco
CSCO
+$10.1M

Sector Composition

1 Technology 14.58%
2 Energy 13.06%
3 Financials 8.82%
4 Industrials 5.66%
5 Consumer Discretionary 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.31M 0.09%
8,835
-253
227
$3.3M 0.09%
17,553
-565
228
$3.25M 0.09%
38,721
+3,301
229
$3.25M 0.09%
164,034
+16,027
230
$3.24M 0.09%
16,646
+107
231
$3.22M 0.09%
43,752
-17,383
232
$3.18M 0.09%
6,377
-283
233
$3.16M 0.09%
9,509
+514
234
$3.15M 0.08%
14,520
+11,835
235
$3.14M 0.08%
19,413
+16,485
236
$3.14M 0.08%
62,766
+9,511
237
$3.13M 0.08%
+5,762
238
$3.12M 0.08%
63,579
+9,556
239
$3.08M 0.08%
86,800
-8,425
240
$3.08M 0.08%
52,436
-257
241
$3.08M 0.08%
150,839
+518
242
$3.07M 0.08%
+66,671
243
$3.07M 0.08%
103,620
-62,969
244
$3.03M 0.08%
37,929
+3,911
245
$3.03M 0.08%
32,460
+78
246
$3.01M 0.08%
71,464
-3,621
247
$3M 0.08%
29,902
+22,542
248
$2.97M 0.08%
11,596
+10,640
249
$2.92M 0.08%
31,104
+355
250
$2.9M 0.08%
19,247
+630
8 9
10
11 12