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
501
$872K 0.02%
7,860
-78
502
$871K 0.02%
16,067
+1,449
503
$869K 0.02%
66,593
+10,000
504
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12,761
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505
$864K 0.02%
27,094
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506
$864K 0.02%
36,799
+1,213
507
$862K 0.02%
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-296
508
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25,133
-57
509
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25,635
+256
510
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2,283
-181
511
$839K 0.02%
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512
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13,355
-808
513
$830K 0.02%
28,021
+400
514
$828K 0.02%
3,098
-177
515
$825K 0.02%
23,936
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516
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6,313
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517
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7,812
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3,943
519
$814K 0.02%
12,164
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520
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19,645
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521
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22,320
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522
$801K 0.02%
3,300
523
$793K 0.02%
7,141
-74,087
524
$784K 0.02%
23,484
+3,666
525
$782K 0.02%
3,542
-334
19 20
21
22 23