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
376
$1.64M 0.04%
17,406
+1,602
377
$1.63M 0.04%
64,568
+44
378
$1.63M 0.04%
70,800
-1,500
379
$1.63M 0.04%
50,569
+3,872
380
$1.63M 0.04%
1,508
-14
381
$1.61M 0.04%
7,486
-396
382
$1.61M 0.04%
25,147
-2,666
383
$1.57M 0.04%
11,806
+36
384
$1.57M 0.04%
15,872
+7,936
385
$1.56M 0.04%
19,924
+1,120
386
$1.54M 0.04%
44,822
-57,432
387
$1.53M 0.04%
32,401
-348
388
$1.52M 0.04%
33,008
+6,985
389
$1.52M 0.04%
33,152
-2,170
390
$1.5M 0.04%
+29,779
391
$1.5M 0.04%
20,740
-500
392
$1.5M 0.04%
12,692
-1,035
393
$1.5M 0.04%
56,484
+15,987
394
$1.5M 0.04%
10,643
-27
395
$1.5M 0.04%
21,408
-223
396
$1.46M 0.04%
41,655
+6,100
397
$1.45M 0.04%
+28,750
398
$1.45M 0.04%
21,621
+150
399
$1.45M 0.04%
4,353
-100
400
$1.45M 0.04%
110,339
+3,345
14 15
16
17 18