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
451
$1.12M 0.03%
11,696
-2,652
452
$1.1M 0.03%
27,846
-276
453
$1.1M 0.03%
10,746
+1,327
454
$1.1M 0.03%
14,567
+1,412
455
$1.07M 0.03%
14,035
+1,198
456
$1.07M 0.03%
7,644
457
$1.06M 0.03%
2,688
-159
458
$1.06M 0.03%
29,064
-42,365
459
$1.05M 0.03%
11,025
+511
460
$1.05M 0.03%
+13,276
461
$1.04M 0.03%
10,939
-803
462
$1.02M 0.03%
54,000
+31,500
463
$1.02M 0.03%
+8,509
464
$1.02M 0.03%
15,890
465
$1.02M 0.03%
9,179
-1,867
466
$1.01M 0.03%
25,655
+2,864
467
$1.01M 0.03%
76,874
+3,806
468
$1.01M 0.03%
9,017
-122
469
$1M 0.03%
23,485
+2,652
470
$999K 0.03%
11,879
+3,635
471
$985K 0.03%
26,654
-396
472
$985K 0.03%
18,297
+14
473
$985K 0.03%
16,149
-2,007
474
$969K 0.03%
7,519
-376
475
$968K 0.03%
4,487
-1,339
17 18
19
20 21