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
401
$1.45M 0.04%
23,021
-1,368
402
$1.41M 0.04%
38,113
+8,540
403
$1.41M 0.04%
1,960
-1
404
$1.4M 0.04%
22,530
+1,400
405
$1.4M 0.04%
7,968
+140
406
$1.4M 0.04%
7,605
-2,495
407
$1.39M 0.04%
11,285
408
$1.38M 0.04%
9,456
-300
409
$1.36M 0.04%
1,767
-33
410
$1.36M 0.04%
+37,738
411
$1.36M 0.04%
+35,996
412
$1.34M 0.04%
1,399
+13
413
$1.33M 0.04%
3,936
+189
414
$1.32M 0.04%
10,846
+492
415
$1.31M 0.04%
3,072
-128
416
$1.31M 0.04%
34,416
+62
417
$1.3M 0.03%
+14,487
418
$1.3M 0.03%
12,987
+4,207
419
$1.29M 0.03%
16,541
+1
420
$1.29M 0.03%
19,616
+868
421
$1.29M 0.03%
7,549
+197
422
$1.28M 0.03%
47,431
+17,500
423
$1.28M 0.03%
9,054
-1,963
424
$1.27M 0.03%
28,202
-47,717
425
$1.27M 0.03%
53,693
+423
15 16
17
18 19