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
276
$2.55M 0.07%
18,727
-239
277
$2.52M 0.07%
20,365
+12,573
278
$2.51M 0.07%
2,596
+841
279
$2.51M 0.07%
23,573
+1,164
280
$2.51M 0.07%
77,311
-598
281
$2.49M 0.07%
12,730
-445
282
$2.49M 0.07%
7,474
-474
283
$2.48M 0.07%
27,043
-3,817
284
$2.47M 0.07%
94,165
+30,619
285
$2.47M 0.07%
13,057
-193
286
$2.45M 0.07%
58,142
+3,547
287
$2.45M 0.07%
31,384
+25,956
288
$2.44M 0.07%
+37,673
289
$2.42M 0.07%
47,704
-2,854
290
$2.42M 0.07%
+34,416
291
$2.41M 0.06%
6,830
+461
292
$2.39M 0.06%
28,462
-10,672
293
$2.36M 0.06%
12,416
-442
294
$2.36M 0.06%
166,643
+3,500
295
$2.34M 0.06%
44,317
-551
296
$2.34M 0.06%
17,833
-1,835
297
$2.34M 0.06%
27,886
-924
298
$2.33M 0.06%
22,642
-29,283
299
$2.33M 0.06%
70,106
-2,889
300
$2.31M 0.06%
+54,060
10 11
12
13 14