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
526
$780K 0.02%
4,514
527
$779K 0.02%
1,936
+25
528
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8,458
-8,734
529
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9,308
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530
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3,752
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531
$763K 0.02%
29,600
+750
532
$760K 0.02%
6,000
-1,919
533
$753K 0.02%
5,699
+97
534
$753K 0.02%
1,548
+22
535
$752K 0.02%
7,155
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536
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50,223
+9,862
537
$741K 0.02%
12,259
-28
538
$740K 0.02%
7,780
+336
539
$726K 0.02%
10,554
540
$725K 0.02%
5,579
-117
541
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3,049
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5,514
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543
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22,372
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544
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14,036
+1,525
545
$706K 0.02%
14,730
+378
546
$698K 0.02%
2,266
-1
547
$696K 0.02%
17,386
-15,992
548
$696K 0.02%
14,120
-525
549
$694K 0.02%
4,769
+600
550
$693K 0.02%
17,695
+8,066
20 21
22
23 24