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
251
$2.89M 0.08%
32,470
252
$2.88M 0.08%
18,664
+720
253
$2.88M 0.08%
+152,004
254
$2.87M 0.08%
16,596
+7,711
255
$2.83M 0.08%
86,212
+2,490
256
$2.81M 0.08%
22,448
-1,619
257
$2.8M 0.08%
42,412
-567
258
$2.78M 0.07%
33,775
-21,232
259
$2.76M 0.07%
5,889
-977
260
$2.76M 0.07%
11,730
+1,008
261
$2.73M 0.07%
+89,982
262
$2.72M 0.07%
20,295
-206
263
$2.72M 0.07%
19,171
+11,710
264
$2.71M 0.07%
80,737
+21,676
265
$2.7M 0.07%
32,900
+481
266
$2.69M 0.07%
18,785
-1,101
267
$2.68M 0.07%
57,667
+3,477
268
$2.67M 0.07%
8,558
+11
269
$2.65M 0.07%
11,195
-1,868
270
$2.63M 0.07%
+36,851
271
$2.6M 0.07%
46,378
-25,456
272
$2.58M 0.07%
24,910
+580
273
$2.57M 0.07%
58,753
-7,997
274
$2.57M 0.07%
79,320
-1,110
275
$2.56M 0.07%
38,346
+73
9 10
11
12 13