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
301
$2.31M 0.06%
20,299
-1,433
302
$2.29M 0.06%
1,967
+294
303
$2.28M 0.06%
13,426
+1,355
304
$2.27M 0.06%
25,296
-456
305
$2.26M 0.06%
44,829
+39,331
306
$2.25M 0.06%
8,661
+1,001
307
$2.25M 0.06%
35,356
-2,788
308
$2.22M 0.06%
40,061
-287
309
$2.19M 0.06%
38,631
+33,973
310
$2.19M 0.06%
7,441
+329
311
$2.16M 0.06%
40,500
+1,062
312
$2.15M 0.06%
25,568
+2,451
313
$2.15M 0.06%
7,245
+106
314
$2.14M 0.06%
38,274
+4,116
315
$2.14M 0.06%
16,234
-381
316
$2.13M 0.06%
27,211
+64
317
$2.13M 0.06%
23,719
+3,117
318
$2.13M 0.06%
67,712
+8,449
319
$2.13M 0.06%
71,264
+23,750
320
$2.12M 0.06%
7,512
-170
321
$2.12M 0.06%
5,111
+29
322
$2.1M 0.06%
109,402
+6,108
323
$2.08M 0.06%
+8,228
324
$2.08M 0.06%
14,785
+891
325
$2.07M 0.06%
67,084
+2,245
11 12
13
14 15