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
26
$25.3M 0.68%
76,770
+26,184
27
$24.6M 0.66%
101,020
+959
28
$24.5M 0.66%
1,430,621
+172,814
29
$24.5M 0.66%
70,908
+34,197
30
$23.8M 0.64%
212,888
+1,272
31
$23.4M 0.63%
126,188
-1,291
32
$21.3M 0.57%
253,151
+65,208
33
$21M 0.57%
41,870
-755
34
$21M 0.56%
159,821
-7,176
35
$20.7M 0.56%
115,586
+3,175
36
$20.6M 0.55%
643,606
+1,186
37
$20M 0.54%
302,661
+1,635
38
$19.8M 0.53%
258,855
-29,702
39
$19.4M 0.52%
204,819
+2,019
40
$19.2M 0.52%
324,411
+906
41
$18M 0.49%
59,330
+1,589
42
$17.9M 0.48%
52,513
-856
43
$17.6M 0.47%
63,195
+981
44
$17.3M 0.47%
371,360
-867
45
$17.1M 0.46%
27,912
+4,814
46
$16.8M 0.45%
21,086
+10,108
47
$16.7M 0.45%
173,537
+391
48
$16.4M 0.44%
624,285
-14,517
49
$16.4M 0.44%
105,529
-2,419
50
$15.6M 0.42%
55,388
+9,993
1
2
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