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
351
$1.83M 0.05%
15,253
-1,133
352
$1.82M 0.05%
18,973
-906
353
$1.8M 0.05%
1,005
+2
354
$1.79M 0.05%
27,481
+1,161
355
$1.79M 0.05%
8,807
-1,343
356
$1.79M 0.05%
98,274
+1,027
357
$1.79M 0.05%
2,940
+58
358
$1.79M 0.05%
10,499
+334
359
$1.76M 0.05%
13,090
-50
360
$1.75M 0.05%
64,084
+55,497
361
$1.74M 0.05%
28,115
-2,437
362
$1.74M 0.05%
177,490
+4,800
363
$1.73M 0.05%
30,495
+1,544
364
$1.73M 0.05%
65,076
-22,286
365
$1.72M 0.05%
6,359
-438
366
$1.7M 0.05%
31,319
+6,070
367
$1.7M 0.05%
+76,872
368
$1.69M 0.05%
10,109
+669
369
$1.68M 0.05%
80,000
370
$1.67M 0.05%
147,036
-333
371
$1.66M 0.04%
13,994
-7
372
$1.66M 0.04%
48,038
+905
373
$1.65M 0.04%
+2,112
374
$1.65M 0.04%
71,200
-1,322
375
$1.64M 0.04%
81,450
+75,200
13 14
15
16 17