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
326
$2.07M 0.06%
107,387
-16,773
327
$2.07M 0.06%
49,109
-240
328
$2.02M 0.05%
16,313
+198
329
$2.02M 0.05%
47,764
+1,366
330
$2.01M 0.05%
9,605
+7,597
331
$2M 0.05%
15,626
+108
332
$2M 0.05%
17,587
+1,007
333
$2M 0.05%
38,242
+1,030
334
$1.97M 0.05%
85,862
-213,267
335
$1.97M 0.05%
20,356
-898
336
$1.97M 0.05%
13,800
+595
337
$1.95M 0.05%
42,078
-3,309
338
$1.94M 0.05%
43,694
-307
339
$1.93M 0.05%
49,206
+41,608
340
$1.92M 0.05%
12,103
-1,037
341
$1.92M 0.05%
29,541
+13,909
342
$1.92M 0.05%
24,664
-287
343
$1.91M 0.05%
58,408
-12,612
344
$1.9M 0.05%
12,468
-63
345
$1.89M 0.05%
7,658
-883
346
$1.87M 0.05%
21,454
-6,444
347
$1.86M 0.05%
8,723
-2
348
$1.85M 0.05%
6,787
+103
349
$1.83M 0.05%
6,360
-30
350
$1.83M 0.05%
6,244
+27
12 13
14
15 16