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
426
$1.27M 0.03%
16,531
+269
427
$1.27M 0.03%
6,185
-184
428
$1.26M 0.03%
10,467
+62
429
$1.26M 0.03%
6,816
+1,615
430
$1.25M 0.03%
15,672
-468
431
$1.24M 0.03%
45,868
+3,225
432
$1.23M 0.03%
5,076
+798
433
$1.22M 0.03%
63,341
+3,377
434
$1.22M 0.03%
+10,131
435
$1.21M 0.03%
27,170
-766
436
$1.2M 0.03%
26,768
+42
437
$1.19M 0.03%
11,912
+91
438
$1.19M 0.03%
2,496
+8
439
$1.19M 0.03%
16,397
-741
440
$1.18M 0.03%
40,020
441
$1.17M 0.03%
91,902
-8,491
442
$1.17M 0.03%
19,957
+277
443
$1.17M 0.03%
4,943
+171
444
$1.17M 0.03%
27,071
-547
445
$1.16M 0.03%
26,440
+4,690
446
$1.14M 0.03%
10,914
-466
447
$1.13M 0.03%
30,828
+7,045
448
$1.13M 0.03%
3,165
+60
449
$1.13M 0.03%
32,024
450
$1.12M 0.03%
5,434
-1,798
16 17
18
19 20